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 | $166,486 | $209,336-20.5% | $197,124-15.5% | $137,256+21.3% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 13.58% | 48.09%-34.5pp | 44.34%-30.8pp | 220.34%-206.8pp |
| Employer contribution / active EE | $6,064 | $6,591-8.0% | $6,227-2.6% | $4,156+45.9% |
| Participant deferral / active EE | $5,700 | $9,614-40.7% | $9,135-37.6% | $6,407-11.0% |
| Admin fee / account holder | $29,176 | $17,308+68.6% | $16,298+79.0% | $12,270+137.8% |