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 | $175,856 | $106,749+64.7% | $145,433+20.9% | $82,448+113.3% |
| Participation rate | 94.3% | 75.6%+18.6pp | 82.1%+12.2pp | 68.1%+26.2pp |
| Annual return | 18.54% | 27.59%-9.1pp | 66.58%-48.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,501 | $3,444-27.4% | $4,554-45.1% | $2,551-2.0% |
| Participant deferral / active EE | $10,621 | $6,519+62.9% | $7,897+34.5% | $4,139+156.6% |
| Admin fee / account holder | $5,295 | $8,390-36.9% | $13,129-59.7% | $7,234-26.8% |