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 | $178,415 | $86,949+105.2% | $102,460+74.1% | $80,959+120.4% |
| Participation rate | 84.9% | 72.4%+12.5pp | 76.5%+8.4pp | 67.7%+17.2pp |
| Annual return | 14.31% | 18.89%-4.6pp | 29.47%-15.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $3,507 | $2,370+48.0% | $3,025+15.9% | $2,757+27.2% |
| Participant deferral / active EE | $7,168 | $4,121+73.9% | $5,056+41.8% | $4,300+66.7% |
| Admin fee / account holder | $7,979 | $8,048-0.9% | $9,460-15.7% | $6,925+15.2% |