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 | $180,775 | $106,247+70.1% | $96,515+87.3% | $139,466+29.6% |
| Participation rate | 94.4% | 77.8%+16.6pp | 74.3%+20.1pp | 80.3%+14.1pp |
| Annual return | 16.41% | 38.47%-22.1pp | 35.73%-19.3pp | 373.66%-357.3pp |
| Employer contribution / active EE | $2,865 | $4,106-30.2% | $3,740-23.4% | $4,754-39.7% |
| Participant deferral / active EE | $9,063 | $5,456+66.1% | $4,880+85.7% | $6,712+35.0% |
| Admin fee / account holder | $1,654 | $7,885-79.0% | $6,735-75.4% | $11,409-85.5% |