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 | $196,241 | $136,860+43.4% | $120,344+63.1% | $154,746+26.8% |
| Participation rate | 88.2% | 79.9%+8.3pp | 76.7%+11.5pp | 80.7%+7.5pp |
| Annual return | 10.41% | 21.38%-11.0pp | 20.30%-9.9pp | 172.34%-161.9pp |
| Employer contribution / active EE | $2,429 | $3,533-31.3% | $3,020-19.6% | $4,379-44.5% |
| Participant deferral / active EE | $9,682 | $5,793+67.1% | $5,135+88.6% | $6,730+43.9% |
| Admin fee / account holder | $67,769 | $15,393+340.3% | $12,742+431.9% | $14,365+371.8% |