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 | $197,009 | $109,782+79.5% | $260,467-24.4% | $94,015+109.6% |
| Participation rate | 82.5% | 67.2%+15.3pp | 80.5%+2.1pp | 70.8%+11.7pp |
| Annual return | 15.70% | 18.60%-2.9pp | 100.60%-84.9pp | 17.84%-2.1pp |
| Employer contribution / active EE | $1,740 | $2,147-19.0% | $4,239-59.0% | $2,790-37.6% |
| Participant deferral / active EE | $8,279 | $4,044+104.7% | $6,319+31.0% | $4,249+94.8% |
| Admin fee / account holder | $7,420 | $11,958-38.0% | $15,461-52.0% | $8,951-17.1% |