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 | $176,019 | $127,387+38.2% | $115,038+53.0% | $125,389+40.4% |
| Participation rate | 92.9% | 84.2%+8.7pp | 81.4%+11.5pp | 83.2%+9.7pp |
| Annual return | 0.52% | 31.28%-30.8pp | 26.14%-25.6pp | 282.24%-281.7pp |
| Employer contribution / active EE | $8,374 | $5,166+62.1% | $4,608+81.7% | $4,866+72.1% |
| Participant deferral / active EE | $9,355 | $6,423+45.6% | $6,026+55.2% | $5,352+74.8% |
| Admin fee / account holder | $39,818 | $9,516+318.4% | $8,175+387.0% | $9,541+317.3% |