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 | $186,434 | $86,938+114.4% | $102,423+82.0% | $80,925+130.4% |
| Participation rate | 96.6% | 72.4%+24.2pp | 76.5%+20.1pp | 67.7%+29.0pp |
| Annual return | 16.12% | 18.89%-2.8pp | 29.42%-13.3pp | 35.65%-19.5pp |
| Employer contribution / active EE | $3,640 | $2,369+53.6% | $3,023+20.4% | $2,756+32.0% |
| Participant deferral / active EE | $10,219 | $4,120+148.0% | $5,054+102.2% | $4,299+137.7% |
| Admin fee / account holder | $1,813 | $8,053-77.5% | $9,455-80.8% | $6,940-73.9% |