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 | $174,725 | $86,298+102.5% | $111,308+57.0% | $85,847+103.5% |
| Participation rate | 78.1% | 73.3%+4.8pp | 77.3%+0.8pp | 69.3%+8.8pp |
| Annual return | 12.28% | 19.99%-7.7pp | 54.67%-42.4pp | 318.61%-306.3pp |
| Employer contribution / active EE | $1,541 | $2,044-24.6% | $2,732-43.6% | $2,565-39.9% |
| Participant deferral / active EE | $4,191 | $3,641+15.1% | $4,487-6.6% | $3,952+6.0% |
| Admin fee / account holder | $2,190 | $8,189-73.3% | $7,965-72.5% | $6,261-65.0% |