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 | $244,784 | $86,938+181.6% | $102,423+139.0% | $80,925+202.5% |
| Participation rate | 76.2% | 72.4%+3.8pp | 76.5%-0.3pp | 67.7%+8.5pp |
| Annual return | 13.06% | 18.89%-5.8pp | 29.42%-16.4pp | 35.65%-22.6pp |
| Employer contribution / active EE | $1,082 | $2,369-54.3% | $3,023-64.2% | $2,756-60.8% |
| Participant deferral / active EE | $5,204 | $4,120+26.3% | $5,054+3.0% | $4,299+21.1% |
| Admin fee / account holder | $4,575 | $8,053-43.2% | $9,455-51.6% | $6,940-34.1% |