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 | $180,580 | $110,137+64.0% | $161,149+12.1% | $82,637+118.5% |
| Participation rate | 76.0% | 72.4%+3.6pp | 78.8%-2.8pp | 68.1%+7.9pp |
| Annual return | 17.19% | 20.69%-3.5pp | 21.16%-4.0pp | 53.51%-36.3pp |
| Employer contribution / active EE | $11,509 | $2,856+303.0% | $4,360+164.0% | $2,552+351.0% |
| Participant deferral / active EE | $4,371 | $4,575-4.5% | $6,153-29.0% | $4,126+5.9% |
| Admin fee / account holder | $6,015 | $9,467-36.5% | $15,194-60.4% | $7,339-18.0% |