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 | $166,113 | $110,337+50.6% | $102,383+62.2% | $145,877+13.9% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 9.15% | 24.83%-15.7pp | 24.94%-15.8pp | 551.28%-542.1pp |
| Employer contribution / active EE | $3,787 | $4,216-10.2% | $3,870-2.1% | $4,663-18.8% |
| Participant deferral / active EE | $11,610 | $5,621+106.6% | $5,060+129.5% | $6,691+73.5% |
| Admin fee / account holder | $13,273 | $9,750+36.1% | $8,391+58.2% | $13,402-1.0% |