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 | $186,438 | $77,814+139.6% | $158,223+17.8% | $86,983+114.3% |
| Participation rate | 89.3% | 68.4%+20.9pp | 79.2%+10.1pp | 69.5%+19.7pp |
| Annual return | 18.39% | 30.54%-12.2pp | 52.09%-33.7pp | 25.83%-7.4pp |
| Employer contribution / active EE | $2,809 | $2,592+8.4% | $4,109-31.6% | $2,584+8.7% |
| Participant deferral / active EE | $5,478 | $3,270+67.5% | $5,467+0.2% | $4,194+30.6% |
| Admin fee / account holder | $6,977 | $5,879+18.7% | $16,047-56.5% | $7,856-11.2% |