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 | $169,170 | $107,666+57.1% | $102,184+65.6% | $154,746+9.3% |
| Participation rate | 90.0% | 83.7%+6.3pp | 82.6%+7.4pp | 80.7%+9.3pp |
| Annual return | 14.63% | 29.33%-14.7pp | 31.58%-16.9pp | 172.34%-157.7pp |
| Employer contribution / active EE | $10,863 | $3,846+182.4% | $3,594+202.3% | $4,379+148.1% |
| Participant deferral / active EE | $4,521 | $8,719-48.2% | $8,309-45.6% | $6,730-32.8% |
| Admin fee / account holder | $624 | $12,943-95.2% | $11,609-94.6% | $14,365-95.7% |