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 | $197,213 | $136,860+44.1% | $120,344+63.9% | $154,746+27.4% |
| Participation rate | 88.9% | 79.9%+9.0pp | 76.7%+12.2pp | 80.7%+8.2pp |
| Annual return | 17.54% | 21.38%-3.8pp | 20.30%-2.8pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,663 | $3,533-52.9% | $3,020-44.9% | $4,379-62.0% |
| Participant deferral / active EE | $7,702 | $5,793+32.9% | $5,135+50.0% | $6,730+14.4% |
| Admin fee / account holder | $4,228 | $15,393-72.5% | $12,742-66.8% | $14,365-70.6% |