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 | $176,181 | $110,240+59.8% | $96,544+82.5% | $139,487+26.3% |
| Participation rate | 90.0% | 78.1%+11.9pp | 76.0%+14.0pp | 80.3%+9.7pp |
| Annual return | 10.21% | 26.41%-16.2pp | 25.88%-15.7pp | 373.84%-363.6pp |
| Employer contribution / active EE | $6,039 | $3,622+66.7% | $2,966+103.6% | $4,755+27.0% |
| Participant deferral / active EE | $6,232 | $5,549+12.3% | $4,851+28.5% | $6,713-7.2% |
| Admin fee / account holder | $3,464 | $11,602-70.1% | $8,254-58.0% | $11,407-69.6% |