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 | $156,160 | $117,829+32.5% | $102,423+52.5% | $145,877+7.0% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 15.98% | 31.83%-15.9pp | 29.42%-13.4pp | 551.28%-535.3pp |
| Employer contribution / active EE | $1,187 | $3,615-67.2% | $3,023-60.7% | $4,663-74.6% |
| Participant deferral / active EE | $2,155 | $5,732-62.4% | $5,054-57.4% | $6,691-67.8% |
| Admin fee / account holder | $2,139 | $13,335-84.0% | $9,455-77.4% | $13,402-84.0% |