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 | $156,238 | $125,797+24.2% | $170,057-8.1% | $75,177+107.8% |
| Participation rate | 75.8% | 83.6%-7.8pp | 87.0%-11.2pp | 67.2%+8.6pp |
| Annual return | 19.36% | 27.20%-7.8pp | 53.42%-34.1pp | 160.75%-141.4pp |
| Employer contribution / active EE | $3,847 | $4,616-16.7% | $6,790-43.3% | $2,671+44.0% |
| Participant deferral / active EE | $6,394 | $6,838-6.5% | $10,411-38.6% | $4,126+55.0% |
| Admin fee / account holder | $783 | $8,177-90.4% | $12,826-93.9% | $5,651-86.1% |