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 | $164,094 | $211,105-22.3% | $178,449-8.0% | $145,978+12.4% |
| Participation rate | 91.3% | 80.8%+10.5pp | 77.1%+14.2pp | 80.3%+11.0pp |
| Annual return | 12.69% | 30.19%-17.5pp | 27.09%-14.4pp | 550.52%-537.8pp |
| Employer contribution / active EE | $4,617 | $4,569+1.1% | $3,951+16.9% | $4,662-1.0% |
| Participant deferral / active EE | $11,725 | $6,959+68.5% | $6,277+86.8% | $6,690+75.3% |
| Admin fee / account holder | $30,950 | $12,017+157.6% | $10,362+198.7% | $13,400+131.0% |