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 | $169,127 | $106,524+58.8% | $152,301+11.0% | $87,485+93.3% |
| Participation rate | 85.7% | 75.8%+10.0pp | 82.4%+3.3pp | 68.9%+16.8pp |
| Annual return | 15.99% | 26.89%-10.9pp | 80.50%-64.5pp | 26.06%-10.1pp |
| Employer contribution / active EE | $2,853 | $3,371-15.4% | $4,624-38.3% | $2,596+9.9% |
| Participant deferral / active EE | $7,799 | $6,525+19.5% | $8,004-2.6% | $4,274+82.5% |
| Admin fee / account holder | $11,012 | $8,287+32.9% | $14,398-23.5% | $7,775+41.6% |