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 | $176,094 | $106,749+65.0% | $145,433+21.1% | $82,448+113.6% |
| Participation rate | 71.0% | 75.6%-4.7pp | 82.1%-11.2pp | 68.1%+2.9pp |
| Annual return | 16.01% | 27.59%-11.6pp | 66.58%-50.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $3,801 | $3,444+10.3% | $4,554-16.6% | $2,551+49.0% |
| Participant deferral / active EE | $11,011 | $6,519+68.9% | $7,897+39.4% | $4,139+166.0% |
| Admin fee / account holder | $15,418 | $8,390+83.8% | $13,129+17.4% | $7,234+113.1% |