Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $169,520 | $124,425+36.2% | $112,040+51.3% | $137,256+23.5% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 23.97% | 24.72%-0.7pp | 24.52%-0.6pp | 220.34%-196.4pp |
| Employer contribution / active EE | $13,807 | $3,411+304.7% | $2,954+367.4% | $4,156+232.2% |
| Participant deferral / active EE | $8,668 | $5,718+51.6% | $5,098+70.0% | $6,407+35.3% |
| Admin fee / account holder | $980 | $15,207-93.6% | $12,098-91.9% | $12,270-92.0% |