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 | $159,417 | $97,648+63.3% | $121,663+31.0% | $87,485+82.2% |
| Participation rate | 70.7% | 70.5%+0.2pp | 74.5%-3.8pp | 68.9%+1.8pp |
| Annual return | 15.29% | 18.03%-2.7pp | 147.54%-132.2pp | 26.06%-10.8pp |
| Employer contribution / active EE | $2,100 | $2,300-8.7% | $3,020-30.4% | $2,596-19.1% |
| Participant deferral / active EE | $5,353 | $3,923+36.4% | $4,887+9.5% | $4,274+25.2% |
| Admin fee / account holder | $1,781 | $11,100-84.0% | $14,289-87.5% | $7,775-77.1% |