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 | $194,846 | $78,027+149.7% | $178,528+9.1% | $80,925+140.8% |
| Participation rate | 95.0% | 65.7%+29.3pp | 77.1%+17.9pp | 67.7%+27.3pp |
| Annual return | 10.73% | 18.09%-7.4pp | 27.11%-16.4pp | 35.65%-24.9pp |
| Employer contribution / active EE | $3,073 | $2,281+34.7% | $3,950-22.2% | $2,756+11.5% |
| Participant deferral / active EE | $5,281 | $4,408+19.8% | $6,278-15.9% | $4,299+22.8% |
| Admin fee / account holder | $2,720 | $7,168-62.1% | $10,419-73.9% | $6,940-60.8% |