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 | $172,598 | $81,476+111.8% | $102,383+68.6% | $80,925+113.3% |
| Participation rate | 98.0% | 66.8%+31.1pp | 74.5%+23.4pp | 67.7%+30.3pp |
| Annual return | 13.67% | 25.59%-11.9pp | 24.94%-11.3pp | 35.65%-22.0pp |
| Employer contribution / active EE | $3,561 | $3,105+14.7% | $3,870-8.0% | $2,756+29.2% |
| Participant deferral / active EE | $5,774 | $3,871+49.2% | $5,060+14.1% | $4,299+34.3% |
| Admin fee / account holder | $8,182 | $6,717+21.8% | $8,391-2.5% | $6,940+17.9% |