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 | $202,018 | $79,955+152.7% | $98,450+105.2% | $75,181+168.7% |
| Participation rate | 73.5% | 70.4%+3.1pp | 75.2%-1.7pp | 67.2%+6.3pp |
| Annual return | 17.87% | 19.75%-1.9pp | 21.16%-3.3pp | 160.69%-142.8pp |
| Employer contribution / active EE | $1,784 | $2,264-21.2% | $3,049-41.5% | $2,671-33.2% |
| Participant deferral / active EE | $8,657 | $3,752+130.7% | $4,739+82.7% | $4,126+109.8% |
| Admin fee / account holder | $27,226 | $6,841+298.0% | $8,961+203.8% | $5,650+381.9% |