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 | $158,832 | $73,988+114.7% | $96,538+64.5% | $75,177+111.3% |
| Participation rate | 85.1% | 66.4%+18.7pp | 74.3%+10.8pp | 67.2%+17.9pp |
| Annual return | 24.06% | 26.73%-2.7pp | 35.74%-11.7pp | 160.75%-136.7pp |
| Employer contribution / active EE | $2,970 | $2,930+1.4% | $3,740-20.6% | $2,671+11.2% |
| Participant deferral / active EE | $8,815 | $3,660+140.8% | $4,880+80.6% | $4,126+113.6% |
| Admin fee / account holder | $2,092 | $5,220-59.9% | $6,737-68.9% | $5,651-63.0% |