Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $164,317 | $112,729+45.8% | $98,716+66.5% | $137,256+19.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 16.82% | 38.48%-21.7pp | 31.81%-15.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $4,130 | $2,725+51.5% | $2,279+81.3% | $4,156-0.6% |
| Participant deferral / active EE | $21,375 | $4,640+360.7% | $4,048+428.1% | $6,407+233.6% |
| Admin fee / account holder | $2,160 | $10,129-78.7% | $8,703-75.2% | $12,270-82.4% |