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 | $200,798 | $96,731+107.6% | $123,973+62.0% | $86,983+130.8% |
| Participation rate | 78.1% | 70.0%+8.1pp | 76.7%+1.5pp | 69.5%+8.6pp |
| Annual return | 12.22% | 17.33%-5.1pp | 388.13%-375.9pp | 25.83%-13.6pp |
| Employer contribution / active EE | $1,112 | $3,297-66.3% | $4,126-73.0% | $2,584-57.0% |
| Participant deferral / active EE | $5,246 | $4,152+26.4% | $5,2470% | $4,194+25.1% |
| Admin fee / account holder | $1,568 | $8,722-82.0% | $11,799-86.7% | $7,856-80.0% |