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 | $165,180 | $106,524+55.1% | $152,301+8.5% | $87,485+88.8% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.4%+14.8pp | 68.9%+28.4pp |
| Annual return | 14.88% | 26.89%-12.0pp | 80.50%-65.6pp | 26.06%-11.2pp |
| Employer contribution / active EE | $3,098 | $3,371-8.1% | $4,624-33.0% | $2,596+19.3% |
| Participant deferral / active EE | $9,819 | $6,525+50.5% | $8,004+22.7% | $4,274+129.7% |
| Admin fee / account holder | $18,849 | $8,287+127.5% | $14,398+30.9% | $7,775+142.4% |