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 | $186,971 | $115,931+61.3% | $185,441+0.8% | $86,983+115.0% |
| Participation rate | 70.9% | 73.6%-2.7pp | 80.3%-9.3pp | 69.5%+1.4pp |
| Annual return | 16.48% | 21.47%-5.0pp | 20.16%-3.7pp | 25.83%-9.4pp |
| Employer contribution / active EE | $2,728 | $2,937-7.1% | $4,672-41.6% | $2,584+5.6% |
| Participant deferral / active EE | $6,214 | $4,551+36.6% | $6,152+1.0% | $4,194+48.2% |
| Admin fee / account holder | $10,766 | $10,687+0.7% | $17,890-39.8% | $7,856+37.0% |