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 | $174,815 | $87,834+99.0% | $133,975+30.5% | $62,881+178.0% |
| Participation rate | 87.9% | 83.4%+4.5pp | 87.1%+0.8pp | 69.3%+18.6pp |
| Annual return | 8.78% | 12.05%-3.3pp | 29.29%-20.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $3,631 | $3,482+4.3% | $5,211-30.3% | $2,281+59.2% |
| Participant deferral / active EE | $9,192 | $4,812+91.0% | $6,282+46.3% | $3,203+187.0% |
| Admin fee / account holder | $2,616 | $5,372-51.3% | $9,324-71.9% | $4,296-39.1% |