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 | $158,073 | $69,977+125.9% | $108,582+45.6% | $62,881+151.4% |
| Participation rate | 79.4% | 72.9%+6.5pp | 79.6%-0.2pp | 69.3%+10.1pp |
| Annual return | 9.23% | 10.73%-1.5pp | -51.70%+60.9pp | 20.14%-10.9pp |
| Employer contribution / active EE | $967 | $2,135-54.7% | $3,758-74.3% | $2,281-57.6% |
| Participant deferral / active EE | $3,595 | $3,165+13.6% | $4,311-16.6% | $3,203+12.3% |
| Admin fee / account holder | $3,317 | $5,076-34.7% | $7,645-56.6% | $4,296-22.8% |