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 | $165,568 | $93,617+76.9% | $135,982+21.8% | $75,177+120.2% |
| Participation rate | 88.7% | 75.2%+13.5pp | 81.9%+6.8pp | 67.2%+21.5pp |
| Annual return | 19.72% | 30.89%-11.2pp | 68.32%-48.6pp | 160.75%-141.0pp |
| Employer contribution / active EE | $6,378 | $3,538+80.3% | $4,859+31.3% | $2,671+138.8% |
| Participant deferral / active EE | $6,696 | $6,406+4.5% | $7,760-13.7% | $4,126+62.3% |
| Admin fee / account holder | $827 | $6,980-88.2% | $10,767-92.3% | $5,651-85.4% |