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 | $95,453+74.0% | $112,040+48.2% | $82,448+101.4% |
| Participation rate | 70.0% | 72.8%-2.8pp | 76.5%-6.5pp | 68.1%+1.9pp |
| Annual return | 17.10% | 23.92%-6.8pp | 24.52%-7.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $4,375 | $2,318+88.8% | $2,954+48.1% | $2,551+71.5% |
| Participant deferral / active EE | $8,103 | $4,224+91.9% | $5,098+59.0% | $4,139+95.8% |
| Admin fee / account holder | $7,352 | $9,013-18.4% | $12,098-39.2% | $7,234+1.6% |