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 | $161,616 | $77,814+107.7% | $158,223+2.1% | $86,983+85.8% |
| Participation rate | 90.2% | 68.4%+21.8pp | 79.2%+11.0pp | 69.5%+20.7pp |
| Annual return | 14.73% | 30.54%-15.8pp | 52.09%-37.4pp | 25.83%-11.1pp |
| Employer contribution / active EE | $3,338 | $2,592+28.8% | $4,109-18.8% | $2,584+29.1% |
| Participant deferral / active EE | $5,601 | $3,270+71.3% | $5,467+2.5% | $4,194+33.6% |
| Admin fee / account holder | $1,636 | $5,879-72.2% | $16,047-89.8% | $7,856-79.2% |