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 | $162,606 | $106,864+52.2% | $147,318+10.4% | $82,637+96.8% |
| Participation rate | 84.9% | 75.5%+9.4pp | 82.1%+2.8pp | 68.1%+16.9pp |
| Annual return | 15.77% | 27.49%-11.7pp | 70.43%-54.7pp | 53.51%-37.7pp |
| Employer contribution / active EE | $3,816 | $3,417+11.7% | $4,593-16.9% | $2,552+49.5% |
| Participant deferral / active EE | $9,883 | $6,496+52.1% | $7,906+25.0% | $4,126+139.5% |
| Admin fee / account holder | $5,914 | $8,415-29.7% | $13,708-56.9% | $7,339-19.4% |