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 | $192,637 | $69,977+175.3% | $108,582+77.4% | $62,881+206.4% |
| Participation rate | 96.0% | 72.9%+23.1pp | 79.6%+16.4pp | 69.3%+26.7pp |
| Annual return | 5.46% | 10.73%-5.3pp | -51.70%+57.2pp | 20.14%-14.7pp |
| Employer contribution / active EE | $6,373 | $2,135+198.5% | $3,758+69.6% | $2,281+179.4% |
| Participant deferral / active EE | $7,497 | $3,165+136.9% | $4,311+73.9% | $3,203+134.1% |
| Admin fee / account holder | $6,178 | $5,076+21.7% | $7,645-19.2% | $4,296+43.8% |