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 | $168,652 | $91,019+85.3% | $392,568-57.0% | $72,975+131.1% |
| Participation rate | 87.5% | 74.4%+13.1pp | 78.1%+9.4pp | 69.5%+18.0pp |
| Annual return | 21.95% | 20.00%+1.9pp | 24.42%-2.5pp | 81.01%-59.1pp |
| Employer contribution / active EE | $2,577 | $2,751-6.3% | $3,783-31.9% | $2,440+5.6% |
| Participant deferral / active EE | $8,027 | $4,570+75.6% | $5,985+34.1% | $3,608+122.5% |
| Admin fee / account holder | $11,795 | $4,895+141.0% | $6,260+88.4% | $5,124+130.2% |