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 | $239,135 | $81,487+193.5% | $102,412+133.5% | $80,935+195.5% |
| Participation rate | 79.1% | 66.8%+12.2pp | 74.5%+4.6pp | 67.7%+11.4pp |
| Annual return | 11.05% | 25.60%-14.5pp | 24.94%-13.9pp | 35.66%-24.6pp |
| Employer contribution / active EE | $1,005 | $3,103-67.6% | $3,870-74.0% | $2,757-63.5% |
| Participant deferral / active EE | $10,641 | $3,871+174.9% | $5,060+110.3% | $4,299+147.5% |
| Admin fee / account holder | $7,887 | $6,717+17.4% | $8,388-6.0% | $6,924+13.9% |