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 | $162,029 | $84,236+92.4% | $170,435-4.9% | $70,126+131.1% |
| Participation rate | 80.0% | 70.8%+9.2pp | 83.6%-3.6pp | 69.5%+10.5pp |
| Annual return | 16.95% | 23.06%-6.1pp | 205.94%-189.0pp | 73.15%-56.2pp |
| Employer contribution / active EE | $4,288 | $3,387+26.6% | $5,432-21.1% | $2,343+83.1% |
| Participant deferral / active EE | $4,425 | $3,086+43.4% | $4,939-10.4% | $3,332+32.8% |
| Admin fee / account holder | $2,260 | $5,698-60.3% | $13,881-83.7% | $4,645-51.4% |