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 | $176,089 | $81,487+116.1% | $102,412+71.9% | $80,935+117.6% |
| Participation rate | 98.5% | 66.8%+31.7pp | 74.5%+24.0pp | 67.7%+30.8pp |
| Annual return | 13.26% | 25.60%-12.3pp | 24.94%-11.7pp | 35.66%-22.4pp |
| Employer contribution / active EE | $4,996 | $3,103+61.0% | $3,870+29.1% | $2,757+81.2% |
| Participant deferral / active EE | $3,799 | $3,871-1.9% | $5,060-24.9% | $4,299-11.6% |
| Admin fee / account holder | $3,886 | $6,717-42.2% | $8,388-53.7% | $6,924-43.9% |