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 | $172,267 | $95,453+80.5% | $112,040+53.8% | $82,448+108.9% |
| Participation rate | 93.5% | 72.8%+20.8pp | 76.5%+17.1pp | 68.1%+25.5pp |
| Annual return | 15.76% | 23.92%-8.2pp | 24.52%-8.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,168 | $2,318-49.6% | $2,954-60.5% | $2,551-54.2% |
| Participant deferral / active EE | $9,363 | $4,224+121.7% | $5,098+83.7% | $4,139+126.2% |
| Admin fee / account holder | $81,097 | $9,013+799.7% | $12,098+570.3% | $7,234+1021.0% |