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 | $115,911+45.8% | $100,530+68.2% | $158,950+6.4% |
| Participation rate | 90.0% | 81.6%+8.4pp | 79.4%+10.6pp | 82.0%+8.0pp |
| Annual return | 10.46% | 34.80%-24.3pp | 30.89%-20.4pp | 302.91%-292.4pp |
| Employer contribution / active EE | $1,583 | $4,104-61.4% | $3,418-53.7% | $4,762-66.8% |
| Participant deferral / active EE | $5,510 | $6,676-17.5% | $6,271-12.1% | $5,983-7.9% |
| Admin fee / account holder | $2,988 | $10,999-72.8% | $8,083-63.0% | $11,248-73.4% |