Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $176,090 | $110,240+59.7% | $96,544+82.4% | $139,487+26.2% |
| Participation rate | 94.4% | 78.1%+16.3pp | 76.0%+18.5pp | 80.3%+14.1pp |
| Annual return | 13.02% | 26.41%-13.4pp | 25.88%-12.9pp | 373.84%-360.8pp |
| Employer contribution / active EE | $2,976 | $3,622-17.8% | $2,966+0.3% | $4,755-37.4% |
| Participant deferral / active EE | $8,937 | $5,549+61.1% | $4,851+84.2% | $6,713+33.1% |
| Admin fee / account holder | $657 | $11,602-94.3% | $8,254-92.0% | $11,407-94.2% |