Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $199,822 | $87,106+129.4% | $105,607+89.2% | $80,935+146.9% |
| Participation rate | 76.4% | 70.4%+5.9pp | 75.3%+1.1pp | 67.7%+8.7pp |
| Annual return | 15.33% | 17.01%-1.7pp | 116.11%-100.8pp | 35.66%-20.3pp |
| Employer contribution / active EE | $1,528 | $2,396-36.2% | $3,167-51.8% | $2,757-44.6% |
| Participant deferral / active EE | $6,918 | $3,986+73.6% | $5,011+38.1% | $4,299+60.9% |
| Admin fee / account holder | $21,756 | $8,447+157.6% | $10,958+98.5% | $6,924+214.2% |