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 | $174,880 | $106,247+64.6% | $96,515+81.2% | $139,466+25.4% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 22.36% | 38.47%-16.1pp | 35.73%-13.4pp | 373.66%-351.3pp |
| Employer contribution / active EE | $1,448 | $4,106-64.7% | $3,740-61.3% | $4,754-69.5% |
| Participant deferral / active EE | $6,440 | $5,456+18.0% | $4,880+32.0% | $6,712-4.1% |
| Admin fee / account holder | $704 | $7,885-91.1% | $6,735-89.5% | $11,409-93.8% |