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 | $166,452 | $109,359+52.2% | $162,177+2.6% | $72,975+128.1% |
| Participation rate | 88.6% | 84.3%+4.4pp | 87.6%+1.1pp | 69.5%+19.1pp |
| Annual return | 19.35% | 25.46%-6.1pp | 115.60%-96.3pp | 81.01%-61.7pp |
| Employer contribution / active EE | $5,338 | $3,907+36.6% | $5,613-4.9% | $2,440+118.7% |
| Participant deferral / active EE | $6,750 | $5,481+23.1% | $7,297-7.5% | $3,608+87.1% |
| Admin fee / account holder | $2,139 | $7,972-73.2% | $10,843-80.3% | $5,124-58.3% |