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 | $164,459 | $99,875+64.7% | $146,866+12.0% | $86,983+89.1% |
| Participation rate | 88.2% | 75.8%+12.4pp | 82.5%+5.6pp | 69.5%+18.6pp |
| Annual return | 16.41% | 28.10%-11.7pp | 102.85%-86.4pp | 25.83%-9.4pp |
| Employer contribution / active EE | $5,563 | $3,224+72.5% | $4,425+25.7% | $2,584+115.2% |
| Participant deferral / active EE | $12,597 | $6,322+99.2% | $7,759+62.3% | $4,194+200.4% |
| Admin fee / account holder | $6,574 | $7,838-16.1% | $13,620-51.7% | $7,856-16.3% |