Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $159,820 | $73,988+116.0% | $96,538+65.6% | $75,177+112.6% |
| Participation rate | 92.7% | 66.4%+26.3pp | 74.3%+18.4pp | 67.2%+25.5pp |
| Annual return | 17.34% | 26.73%-9.4pp | 35.74%-18.4pp | 160.75%-143.4pp |
| Employer contribution / active EE | $3,621 | $2,930+23.6% | $3,740-3.2% | $2,671+35.6% |
| Participant deferral / active EE | $6,412 | $3,660+75.2% | $4,880+31.4% | $4,126+55.4% |
| Admin fee / account holder | $6,233 | $5,220+19.4% | $6,737-7.5% | $5,651+10.3% |