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 | $114,364 | $73,978+54.6% | $96,515+18.5% | $75,173+52.1% |
| Participation rate | 74.7% | 66.4%+8.2pp | 74.3%+0.3pp | 67.2%+7.5pp |
| Annual return | 17.05% | 26.72%-9.7pp | 35.73%-18.7pp | 160.72%-143.7pp |
| Employer contribution / active EE | $2,190 | $2,931-25.3% | $3,740-41.4% | $2,671-18.0% |
| Participant deferral / active EE | $5,392 | $3,660+47.3% | $4,880+10.5% | $4,126+30.7% |
| Admin fee / account holder | $32,628 | $5,219+525.2% | $6,735+384.4% | $5,651+477.4% |