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 | $179,110 | $112,729+58.9% | $98,716+81.4% | $137,256+30.5% |
| Participation rate | 95.2% | 74.2%+21.0pp | 69.3%+25.9pp | 80.0%+15.3pp |
| Annual return | 13.38% | 38.48%-25.1pp | 31.81%-18.4pp | 220.34%-207.0pp |
| Employer contribution / active EE | $3,977 | $2,725+45.9% | $2,279+74.6% | $4,156-4.3% |
| Participant deferral / active EE | $11,158 | $4,640+140.5% | $4,048+175.7% | $6,407+74.2% |
| Admin fee / account holder | $6,572 | $10,129-35.1% | $8,703-24.5% | $12,270-46.4% |