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 | $172,712 | $77,814+122.0% | $158,223+9.2% | $86,983+98.6% |
| Participation rate | 73.1% | 68.4%+4.7pp | 79.2%-6.1pp | 69.5%+3.6pp |
| Annual return | 16.96% | 30.54%-13.6pp | 52.09%-35.1pp | 25.83%-8.9pp |
| Employer contribution / active EE | $6,995 | $2,592+169.9% | $4,109+70.2% | $2,584+170.7% |
| Participant deferral / active EE | $6,592 | $3,270+101.6% | $5,467+20.6% | $4,194+57.2% |
| Admin fee / account holder | $15,381 | $5,879+161.6% | $16,047-4.2% | $7,856+95.8% |