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 | $170,509 | $106,864+59.6% | $147,318+15.7% | $82,637+106.3% |
| Participation rate | 77.4% | 75.5%+1.9pp | 82.1%-4.7pp | 68.1%+9.3pp |
| Annual return | 15.48% | 27.49%-12.0pp | 70.43%-55.0pp | 53.51%-38.0pp |
| Employer contribution / active EE | $2,267 | $3,417-33.6% | $4,593-50.6% | $2,552-11.2% |
| Participant deferral / active EE | $6,905 | $6,496+6.3% | $7,906-12.7% | $4,126+67.4% |
| Admin fee / account holder | $1,037 | $8,415-87.7% | $13,708-92.4% | $7,339-85.9% |