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 | $170,741 | $90,486+88.7% | $78,676+117.0% | $273,972-37.7% |
| Participation rate | 91.7% | 76.5%+15.1pp | 73.6%+18.1pp | 83.0%+8.7pp |
| Annual return | 6.22% | 75.62%-69.4pp | 62.19%-56.0pp | 41.46%-35.2pp |
| Employer contribution / active EE | $3,583 | $3,175+12.9% | $2,850+25.7% | $4,869-26.4% |
| Participant deferral / active EE | $6,209 | $3,901+59.2% | $3,517+76.6% | $5,287+17.4% |
| Admin fee / account holder | $1,362 | $5,263-74.1% | $4,510-69.8% | $10,133-86.6% |