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 | $180,048 | $93,617+92.3% | $135,982+32.4% | $75,177+139.5% |
| Participation rate | 71.8% | 75.2%-3.4pp | 81.9%-10.1pp | 67.2%+4.6pp |
| Annual return | 17.42% | 30.89%-13.5pp | 68.32%-50.9pp | 160.75%-143.3pp |
| Employer contribution / active EE | $1,610 | $3,538-54.5% | $4,859-66.9% | $2,671-39.7% |
| Participant deferral / active EE | $12,739 | $6,406+98.9% | $7,760+64.2% | $4,126+208.7% |
| Admin fee / account holder | $679 | $6,980-90.3% | $10,767-93.7% | $5,651-88.0% |