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 | $159,953 | $110,240+45.1% | $96,544+65.7% | $139,487+14.7% |
| Participation rate | 82.4% | 78.1%+4.2pp | 76.0%+6.4pp | 80.3%+2.0pp |
| Annual return | 14.38% | 26.41%-12.0pp | 25.88%-11.5pp | 373.84%-359.5pp |
| Employer contribution / active EE | $3,028 | $3,622-16.4% | $2,966+2.1% | $4,755-36.3% |
| Participant deferral / active EE | $9,999 | $5,549+80.2% | $4,851+106.1% | $6,713+49.0% |
| Admin fee / account holder | $28,155 | $11,602+142.7% | $8,254+241.1% | $11,407+146.8% |