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 | $167,062 | $138,393+20.7% | $184,256-9.3% | $80,959+106.4% |
| Participation rate | 93.9% | 83.9%+10.0pp | 86.8%+7.1pp | 67.7%+26.3pp |
| Annual return | 15.17% | 20.01%-4.8pp | 28.85%-13.7pp | 35.67%-20.5pp |
| Employer contribution / active EE | $3,714 | $4,847-23.4% | $6,427-42.2% | $2,757+34.7% |
| Participant deferral / active EE | $8,288 | $7,076+17.1% | $9,133-9.3% | $4,300+92.7% |
| Admin fee / account holder | $11,283 | $10,489+7.6% | $13,899-18.8% | $6,925+62.9% |