Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,971 | $114,119+39.3% | $107,187+48.3% | $138,895+14.5% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.8pp | 79.9%-2.1pp |
| Annual return | 17.89% | 273.21%-255.3pp | 204.55%-186.7pp | 145.39%-127.5pp |
| Employer contribution / active EE | $3,540 | $4,059-12.8% | $3,782-6.4% | $4,194-15.6% |
| Participant deferral / active EE | $6,173 | $5,538+11.5% | $5,096+21.1% | $6,396-3.5% |
| Admin fee / account holder | $2,609 | $10,024-74.0% | $9,162-71.5% | $12,562-79.2% |