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 | $159,806 | $91,120+75.4% | $161,149-0.8% | $64,097+149.3% |
| Participation rate | 76.7% | 62.2%+14.5pp | 78.8%-2.1pp | 55.2%+21.5pp |
| Annual return | 14.47% | 17.95%-3.5pp | 21.16%-6.7pp | 34.64%-20.2pp |
| Employer contribution / active EE | $1,859 | $2,284-18.6% | $4,360-57.4% | $1,891-1.7% |
| Participant deferral / active EE | $5,109 | $3,708+37.8% | $6,153-17.0% | $3,080+65.9% |
| Admin fee / account holder | $3,620 | $4,535-20.2% | $15,194-76.2% | $3,454+4.8% |