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 | $166,136 | $97,550+70.3% | $120,344+38.1% | $87,485+89.9% |
| Participation rate | 91.7% | 72.8%+18.8pp | 76.7%+15.0pp | 68.9%+22.7pp |
| Annual return | 17.70% | 18.41%-0.7pp | 20.30%-2.6pp | 26.06%-8.4pp |
| Employer contribution / active EE | $4,356 | $2,291+90.1% | $3,020+44.2% | $2,596+67.8% |
| Participant deferral / active EE | $3,569 | $4,230-15.6% | $5,135-30.5% | $4,274-16.5% |
| Admin fee / account holder | $3,241 | $9,543-66.0% | $12,742-74.6% | $7,775-58.3% |