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 | $165,796 | $78,428+111.4% | $95,960+72.8% | $79,852+107.6% |
| Participation rate | 98.0% | 73.5%+24.5pp | 77.1%+20.9pp | 69.6%+28.4pp |
| Annual return | 22.06% | 19.37%+2.7pp | 91.63%-69.6pp | 31.72%-9.7pp |
| Employer contribution / active EE | $3,467 | $1,945+78.2% | $2,541+36.4% | $2,471+40.3% |
| Participant deferral / active EE | $3,141 | $3,440-8.7% | $4,167-24.6% | $3,740-16.0% |
| Admin fee / account holder | $1,377 | $5,622-75.5% | $6,797-79.7% | $5,306-74.1% |