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 | $185,525 | $135,956+36.5% | $123,894+49.7% | $273,972-32.3% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 12.58% | 56.63%-44.0pp | 47.52%-34.9pp | 41.46%-28.9pp |
| Employer contribution / active EE | $2,483 | $5,170-52.0% | $4,617-46.2% | $4,869-49.0% |
| Participant deferral / active EE | $10,798 | $6,343+70.2% | $5,984+80.4% | $5,287+104.2% |
| Admin fee / account holder | $2,611 | $9,817-73.4% | $8,357-68.8% | $10,133-74.2% |