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 | $185,844 | $67,602+174.9% | $82,312+125.8% | $70,126+165.0% |
| Participation rate | 84.4% | 72.8%+11.6pp | 76.9%+7.5pp | 69.5%+14.8pp |
| Annual return | 15.45% | 21.57%-6.1pp | 25.88%-10.4pp | 73.15%-57.7pp |
| Employer contribution / active EE | $1,955 | $1,755+11.4% | $2,428-19.5% | $2,343-16.6% |
| Participant deferral / active EE | $7,178 | $2,987+140.3% | $3,706+93.7% | $3,332+115.4% |
| Admin fee / account holder | $3,898 | $4,512-13.6% | $5,608-30.5% | $4,645-16.1% |