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 | $173,426 | $87,878+97.3% | $97,411+78.0% | $82,637+109.9% |
| Participation rate | 81.0% | 75.6%+5.4pp | 80.4%+0.7pp | 68.1%+13.0pp |
| Annual return | 15.62% | 54.63%-39.0pp | 34.72%-19.1pp | 53.51%-37.9pp |
| Employer contribution / active EE | $3,338 | $3,800-12.2% | $4,210-20.7% | $2,552+30.8% |
| Participant deferral / active EE | $10,303 | $5,525+86.5% | $5,886+75.1% | $4,126+149.7% |
| Admin fee / account holder | $4,006 | $6,743-40.6% | $7,145-43.9% | $7,339-45.4% |