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 | $235,737 | $86,949+171.1% | $102,460+130.1% | $80,959+191.2% |
| Participation rate | 78.6% | 72.4%+6.2pp | 76.5%+2.1pp | 67.7%+10.9pp |
| Annual return | 15.92% | 18.89%-3.0pp | 29.47%-13.6pp | 35.67%-19.8pp |
| Employer contribution / active EE | $1,998 | $2,370-15.7% | $3,025-34.0% | $2,757-27.5% |
| Participant deferral / active EE | $7,848 | $4,121+90.4% | $5,056+55.2% | $4,300+82.5% |
| Admin fee / account holder | $763 | $8,048-90.5% | $9,460-91.9% | $6,925-89.0% |