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 | $166,066 | $95,404+74.1% | $113,397+46.4% | $82,637+101.0% |
| Participation rate | 70.0% | 72.8%-2.8pp | 76.5%-6.5pp | 68.1%+1.9pp |
| Annual return | 17.10% | 19.08%-2.0pp | 23.20%-6.1pp | 53.51%-36.4pp |
| Employer contribution / active EE | $4,375 | $2,307+89.7% | $2,977+47.0% | $2,552+71.4% |
| Participant deferral / active EE | $8,103 | $4,220+92.0% | $5,076+59.6% | $4,126+96.4% |
| Admin fee / account holder | $7,352 | $9,168-19.8% | $11,957-38.5% | $7,339+0.2% |