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 | $191,336 | $67,602+183.0% | $82,312+132.5% | $70,126+172.8% |
| Participation rate | 79.4% | 72.8%+6.6pp | 76.9%+2.5pp | 69.5%+9.9pp |
| Annual return | 13.49% | 21.57%-8.1pp | 25.88%-12.4pp | 73.15%-59.7pp |
| Employer contribution / active EE | $2,142 | $1,755+22.1% | $2,428-11.8% | $2,343-8.6% |
| Participant deferral / active EE | $6,984 | $2,987+133.8% | $3,706+88.4% | $3,332+109.6% |
| Admin fee / account holder | $2,702 | $4,512-40.1% | $5,608-51.8% | $4,645-41.8% |