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 | $169,320 | $127,386+32.9% | $115,037+47.2% | $125,388+35.0% |
| Participation rate | 95.2% | 84.2%+11.1pp | 81.4%+13.9pp | 83.2%+12.0pp |
| Annual return | 0.57% | 31.28%-30.7pp | 26.14%-25.6pp | 282.24%-281.7pp |
| Employer contribution / active EE | $3,928 | $5,166-24.0% | $4,608-14.8% | $4,866-19.3% |
| Participant deferral / active EE | $10,136 | $6,423+57.8% | $6,026+68.2% | $5,352+89.4% |
| Admin fee / account holder | $8,586 | $9,516-9.8% | $8,175+5.0% | $9,541-10.0% |