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 | $167,094 | $81,476+105.1% | $102,383+63.2% | $80,925+106.5% |
| Participation rate | 88.2% | 66.8%+21.4pp | 74.5%+13.7pp | 67.7%+20.6pp |
| Annual return | 12.46% | 25.59%-13.1pp | 24.94%-12.5pp | 35.65%-23.2pp |
| Employer contribution / active EE | $4,193 | $3,105+35.1% | $3,870+8.3% | $2,756+52.1% |
| Participant deferral / active EE | $12,268 | $3,871+216.9% | $5,060+142.5% | $4,299+185.4% |
| Admin fee / account holder | $5,919 | $6,717-11.9% | $8,391-29.5% | $6,940-14.7% |