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 | $155,130 | $93,598+65.7% | $135,974+14.1% | $75,173+106.4% |
| Participation rate | 81.7% | 75.2%+6.5pp | 81.9%-0.2pp | 67.2%+14.5pp |
| Annual return | 18.55% | 30.89%-12.3pp | 68.30%-49.8pp | 160.72%-142.2pp |
| Employer contribution / active EE | $2,855 | $3,538-19.3% | $4,859-41.2% | $2,671+6.9% |
| Participant deferral / active EE | $11,040 | $6,405+72.4% | $7,760+42.3% | $4,126+167.6% |
| Admin fee / account holder | $11,564 | $6,978+65.7% | $10,767+7.4% | $5,651+104.7% |