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 | $164,837 | $109,359+50.7% | $162,177+1.6% | $72,975+125.9% |
| Participation rate | 82.1% | 84.3%-2.1pp | 87.6%-5.4pp | 69.5%+12.7pp |
| Annual return | 28.08% | 25.46%+2.6pp | 115.60%-87.5pp | 81.01%-52.9pp |
| Employer contribution / active EE | $16,047 | $3,907+310.7% | $5,613+185.9% | $2,440+557.6% |
| Participant deferral / active EE | $13,364 | $5,481+143.8% | $7,297+83.2% | $3,608+270.4% |
| Admin fee / account holder | $725 | $7,972-90.9% | $10,843-93.3% | $5,124-85.9% |