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 | $170,516 | $73,787+131.1% | $98,716+72.7% | $82,448+106.8% |
| Participation rate | 97.0% | 61.4%+35.6pp | 69.3%+27.7pp | 68.1%+28.9pp |
| Annual return | 14.91% | 18.57%-3.7pp | 31.81%-16.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $3,531 | $1,511+133.6% | $2,279+55.0% | $2,551+38.4% |
| Participant deferral / active EE | $9,005 | $3,081+192.2% | $4,048+122.5% | $4,139+117.5% |
| Admin fee / account holder | $6,454 | $6,500-0.7% | $8,703-25.8% | $7,234-10.8% |