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 | $163,982 | $78,425+109.1% | $95,956+70.9% | $79,858+105.3% |
| Participation rate | 72.1% | 73.5%-1.4pp | 77.1%-5.0pp | 69.6%+2.5pp |
| Annual return | 12.21% | 19.37%-7.2pp | 91.63%-79.4pp | 31.72%-19.5pp |
| Employer contribution / active EE | $3,196 | $1,945+64.3% | $2,541+25.8% | $2,471+29.3% |
| Participant deferral / active EE | $8,085 | $3,440+135.0% | $4,167+94.0% | $3,740+116.2% |
| Admin fee / account holder | $3,641 | $5,622-35.2% | $6,797-46.4% | $5,306-31.4% |