Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $163,610 | $110,410+48.2% | $102,437+59.7% | $145,897+12.1% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 13.08% | 24.85%-11.8pp | 24.95%-11.9pp | 552.29%-539.2pp |
| Employer contribution / active EE | $6,495 | $4,217+54.0% | $3,871+67.8% | $4,663+39.3% |
| Participant deferral / active EE | $6,028 | $5,622+7.2% | $5,060+19.1% | $6,689-9.9% |
| Admin fee / account holder | $1,395 | $9,745-85.7% | $8,388-83.4% | $13,390-89.6% |