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 | $192,367 | $106,749+80.2% | $145,433+32.3% | $82,448+133.3% |
| Participation rate | 74.5% | 75.6%-1.1pp | 82.1%-7.6pp | 68.1%+6.5pp |
| Annual return | 16.15% | 27.59%-11.4pp | 66.58%-50.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,074 | $3,444-39.8% | $4,554-54.5% | $2,551-18.7% |
| Participant deferral / active EE | $12,507 | $6,519+91.9% | $7,897+58.4% | $4,139+202.2% |
| Admin fee / account holder | $23,202 | $8,390+176.5% | $13,129+76.7% | $7,234+220.7% |