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 | $164,665 | $108,825+51.3% | $156,181+5.4% | $82,448+99.7% |
| Participation rate | 82.7% | 72.4%+10.3pp | 78.8%+3.9pp | 68.1%+14.6pp |
| Annual return | 12.85% | 20.59%-7.7pp | 64.87%-52.0pp | 41.64%-28.8pp |
| Employer contribution / active EE | $3,634 | $2,870+26.6% | $4,294-15.4% | $2,551+42.5% |
| Participant deferral / active EE | $9,126 | $4,577+99.4% | $6,132+48.8% | $4,139+120.5% |
| Admin fee / account holder | $1,036 | $9,341-88.9% | $14,586-92.9% | $7,234-85.7% |