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 | $141,773 | $56,894+149.2% | $84,753+67.3% | $62,881+125.5% |
| Participation rate | 88.2% | 68.5%+19.7pp | 76.6%+11.6pp | 69.3%+18.9pp |
| Annual return | 8.70% | 6.30%+2.4pp | 22.78%-14.1pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,087 | $2,400-54.7% | $3,574-69.6% | $2,281-52.4% |
| Participant deferral / active EE | $7,018 | $2,709+159.0% | $3,712+89.1% | $3,203+119.1% |
| Admin fee / account holder | $19,685 | $3,581+449.7% | $5,333+269.1% | $4,296+358.2% |