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 | $161,464 | $101,798+58.6% | $165,071-2.2% | $80,935+99.5% |
| Participation rate | 82.9% | 71.8%+11.1pp | 78.6%+4.3pp | 67.7%+15.3pp |
| Annual return | 14.52% | 16.73%-2.2pp | 70.17%-55.6pp | 35.66%-21.1pp |
| Employer contribution / active EE | $3,687 | $2,954+24.8% | $4,347-15.2% | $2,757+33.7% |
| Participant deferral / active EE | $12,257 | $4,476+173.8% | $6,035+103.1% | $4,299+185.1% |
| Admin fee / account holder | $42,407 | $8,221+415.8% | $12,695+234.0% | $6,924+512.4% |