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 | $164,496 | $70,486+133.4% | $100,528+63.6% | $79,852+106.0% |
| Participation rate | 83.9% | 73.6%+10.2pp | 79.4%+4.5pp | 69.6%+14.2pp |
| Annual return | 16.69% | 21.90%-5.2pp | 30.90%-14.2pp | 31.72%-15.0pp |
| Employer contribution / active EE | $1,072 | $2,165-50.5% | $3,419-68.6% | $2,471-56.6% |
| Participant deferral / active EE | $2,810 | $5,182-45.8% | $6,271-55.2% | $3,740-24.9% |
| Admin fee / account holder | $27,938 | $4,480+523.6% | $8,084+245.6% | $5,306+426.5% |