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 | $170,938 | $117,444+45.5% | $99,479+71.8% | $152,909+11.8% |
| Participation rate | 93.3% | 77.5%+15.8pp | 73.8%+19.5pp | 82.5%+10.9pp |
| Annual return | 16.93% | 31.87%-14.9pp | 30.72%-13.8pp | 345.46%-328.5pp |
| Employer contribution / active EE | $2,335 | $3,014-22.5% | $2,540-8.1% | $4,764-51.0% |
| Participant deferral / active EE | $5,756 | $4,086+40.8% | $3,619+59.0% | $5,851-1.6% |
| Admin fee / account holder | $6,071 | $7,635-20.5% | $6,253-2.9% | $11,601-47.7% |