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 | $163,264 | $58,493+179.1% | $84,021+94.3% | $72,975+123.7% |
| Participation rate | 96.2% | 61.2%+35.0pp | 69.0%+27.2pp | 69.5%+26.7pp |
| Annual return | 21.64% | 28.93%-7.3pp | 71.32%-49.7pp | 81.01%-59.4pp |
| Employer contribution / active EE | $2,623 | $1,163+125.5% | $1,984+32.2% | $2,440+7.5% |
| Participant deferral / active EE | $3,773 | $2,394+57.6% | $3,239+16.5% | $3,608+4.6% |
| Admin fee / account holder | $7,016 | $4,569+53.6% | $6,102+15.0% | $5,124+36.9% |