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 | $191,507 | $106,749+79.4% | $145,433+31.7% | $82,448+132.3% |
| Participation rate | 92.6% | 75.6%+16.9pp | 82.1%+10.4pp | 68.1%+24.5pp |
| Annual return | 19.62% | 27.59%-8.0pp | 66.58%-47.0pp | 41.64%-22.0pp |
| Employer contribution / active EE | $1,268 | $3,444-63.2% | $4,554-72.2% | $2,551-50.3% |
| Participant deferral / active EE | $12,420 | $6,519+90.5% | $7,897+57.3% | $4,139+200.1% |
| Admin fee / account holder | $10,540 | $8,390+25.6% | $13,129-19.7% | $7,234+45.7% |