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 | $198,261 | $76,834+158.0% | $108,359+83.0% | $87,485+126.6% |
| Participation rate | 91.2% | 61.7%+29.4pp | 70.1%+21.1pp | 68.9%+22.2pp |
| Annual return | 12.13% | 19.09%-7.0pp | 36.89%-24.8pp | 26.06%-13.9pp |
| Employer contribution / active EE | $3,382 | $1,556+117.3% | $2,399+41.0% | $2,596+30.3% |
| Participant deferral / active EE | $3,318 | $3,100+7.0% | $4,137-19.8% | $4,274-22.4% |
| Admin fee / account holder | $7,839 | $6,537+19.9% | $9,741-19.5% | $7,775+0.8% |