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 | $183,704 | $138,393+32.7% | $184,256-0.3% | $80,959+126.9% |
| Participation rate | 96.7% | 83.9%+12.8pp | 86.8%+9.8pp | 67.7%+29.0pp |
| Annual return | 17.31% | 20.01%-2.7pp | 28.85%-11.5pp | 35.67%-18.4pp |
| Employer contribution / active EE | $5,966 | $4,847+23.1% | $6,427-7.2% | $2,757+116.4% |
| Participant deferral / active EE | $14,213 | $7,076+100.9% | $9,133+55.6% | $4,300+230.5% |
| Admin fee / account holder | $34,076 | $10,489+224.9% | $13,899+145.2% | $6,925+392.1% |