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 | $173,484 | $81,476+112.9% | $102,383+69.4% | $80,925+114.4% |
| Participation rate | 92.9% | 66.8%+26.0pp | 74.5%+18.3pp | 67.7%+25.2pp |
| Annual return | 12.37% | 25.59%-13.2pp | 24.94%-12.6pp | 35.65%-23.3pp |
| Employer contribution / active EE | $1,190 | $3,105-61.7% | $3,870-69.2% | $2,756-56.8% |
| Participant deferral / active EE | $9,567 | $3,871+147.1% | $5,060+89.1% | $4,299+122.6% |
| Admin fee / account holder | $1,776 | $6,717-73.6% | $8,391-78.8% | $6,940-74.4% |