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 | $187,700 | $68,852+172.6% | $120,524+55.7% | $80,925+131.9% |
| Participation rate | 76.3% | 61.6%+14.7pp | 71.9%+4.4pp | 67.7%+8.7pp |
| Annual return | 14.90% | 23.67%-8.8pp | 107.36%-92.5pp | 35.65%-20.8pp |
| Employer contribution / active EE | $2,320 | $2,063+12.4% | $3,469-33.1% | $2,756-15.8% |
| Participant deferral / active EE | $5,508 | $3,187+72.8% | $4,994+10.3% | $4,299+28.1% |
| Admin fee / account holder | $3,079 | $5,781-46.7% | $9,440-67.4% | $6,940-55.6% |