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 | $171,271 | $101,950+68.0% | $125,529+36.4% | $86,983+96.9% |
| Participation rate | 97.1% | 70.2%+27.0pp | 74.7%+22.4pp | 69.5%+27.6pp |
| Annual return | 11.81% | 18.29%-6.5pp | 202.56%-190.8pp | 25.83%-14.0pp |
| Employer contribution / active EE | $1,806 | $2,358-23.4% | $3,058-40.9% | $2,584-30.1% |
| Participant deferral / active EE | $8,781 | $3,862+127.3% | $4,813+82.5% | $4,194+109.4% |
| Admin fee / account holder | $13,983 | $12,791+9.3% | $16,298-14.2% | $7,856+78.0% |