Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $177,653 | $81,487+118.0% | $102,412+73.5% | $80,935+119.5% |
| Participation rate | 79.3% | 66.8%+12.5pp | 74.5%+4.8pp | 67.7%+11.6pp |
| Annual return | 12.38% | 25.60%-13.2pp | 24.94%-12.6pp | 35.66%-23.3pp |
| Employer contribution / active EE | $4,579 | $3,103+47.6% | $3,870+18.3% | $2,757+66.1% |
| Participant deferral / active EE | $11,487 | $3,871+196.8% | $5,060+127.0% | $4,299+167.2% |
| Admin fee / account holder | $1,259 | $6,717-81.3% | $8,388-85.0% | $6,924-81.8% |