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 | $156,311 | $58,057+169.2% | $97,032+61.1% | $86,983+79.7% |
| Participation rate | 86.5% | 60.4%+26.2pp | 71.6%+15.0pp | 69.5%+17.0pp |
| Annual return | 16.61% | 22.26%-5.6pp | 35.38%-18.8pp | 25.83%-9.2pp |
| Employer contribution / active EE | $2,989 | $1,663+79.7% | $2,629+13.7% | $2,584+15.7% |
| Participant deferral / active EE | $8,478 | $3,244+161.4% | $4,672+81.5% | $4,194+102.2% |
| Admin fee / account holder | $3,252 | $4,839-32.8% | $9,418-65.5% | $7,856-58.6% |