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 | $169,050 | $115,917+45.8% | $100,535+68.1% | $158,982+6.3% |
| Participation rate | 90.0% | 81.6%+8.4pp | 79.4%+10.6pp | 82.0%+8.0pp |
| Annual return | 10.46% | 34.80%-24.3pp | 30.90%-20.4pp | 302.99%-292.5pp |
| Employer contribution / active EE | $1,583 | $4,105-61.5% | $3,419-53.7% | $4,763-66.8% |
| Participant deferral / active EE | $5,510 | $6,677-17.5% | $6,271-12.1% | $5,983-7.9% |
| Admin fee / account holder | $2,988 | $11,002-72.8% | $8,085-63.0% | $11,252-73.4% |