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 | $161,101 | $124,330+29.6% | $109,173+47.6% | $167,536-3.8% |
| Participation rate | 87.5% | 79.5%+8.0pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 15.65% | 26.04%-10.4pp | 25.75%-10.1pp | 478.82%-463.2pp |
| Employer contribution / active EE | $8,814 | $4,209+109.4% | $3,723+136.7% | $4,839+82.1% |
| Participant deferral / active EE | $7,921 | $5,256+50.7% | $4,654+70.2% | $6,342+24.9% |
| Admin fee / account holder | $8,681 | $7,974+8.9% | $6,755+28.5% | $12,315-29.5% |