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 | $192,013 | $95,453+101.2% | $112,040+71.4% | $82,448+132.9% |
| Participation rate | 86.4% | 72.8%+13.6pp | 76.5%+9.9pp | 68.1%+18.3pp |
| Annual return | 16.91% | 23.92%-7.0pp | 24.52%-7.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $3,489 | $2,318+50.5% | $2,954+18.1% | $2,551+36.8% |
| Participant deferral / active EE | $7,608 | $4,224+80.1% | $5,098+49.2% | $4,139+83.8% |
| Admin fee / account holder | $19,336 | $9,013+114.5% | $12,098+59.8% | $7,234+167.3% |