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 | $193,402 | $94,031+105.7% | $115,768+67.1% | $82,448+134.6% |
| Participation rate | 75.6% | 70.4%+5.2pp | 74.4%+1.2pp | 68.1%+7.5pp |
| Annual return | 14.23% | 20.61%-6.4pp | 100.46%-86.2pp | 41.64%-27.4pp |
| Employer contribution / active EE | $745 | $2,323-67.9% | $2,940-74.6% | $2,551-70.8% |
| Participant deferral / active EE | $7,471 | $3,972+88.1% | $4,917+52.0% | $4,139+80.5% |
| Admin fee / account holder | $33,028 | $10,249+222.2% | $12,439+165.5% | $7,234+356.5% |