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 | $181,903 | $86,940+109.2% | $102,434+77.6% | $80,935+124.8% |
| Participation rate | 97.0% | 72.4%+24.6pp | 76.5%+20.5pp | 67.7%+29.3pp |
| Annual return | 14.44% | 18.89%-4.4pp | 29.46%-15.0pp | 35.66%-21.2pp |
| Employer contribution / active EE | $6,577 | $2,370+177.6% | $3,023+117.6% | $2,757+138.6% |
| Participant deferral / active EE | $4,285 | $4,121+4.0% | $5,055-15.2% | $4,299-0.3% |
| Admin fee / account holder | $3,357 | $8,047-58.3% | $9,462-64.5% | $6,924-51.5% |