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 | $211,623 | $86,940+143.4% | $102,434+106.6% | $80,935+161.5% |
| Participation rate | 85.2% | 72.4%+12.8pp | 76.5%+8.7pp | 67.7%+17.5pp |
| Annual return | 11.66% | 18.89%-7.2pp | 29.46%-17.8pp | 35.66%-24.0pp |
| Employer contribution / active EE | $1,112 | $2,370-53.1% | $3,023-63.2% | $2,757-59.7% |
| Participant deferral / active EE | $5,444 | $4,121+32.1% | $5,055+7.7% | $4,299+26.6% |
| Admin fee / account holder | $40,930 | $8,047+408.6% | $9,462+332.6% | $6,924+491.1% |