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 | $199,316 | $76,407+160.9% | $150,298+32.6% | $82,448+141.7% |
| Participation rate | 88.0% | 66.4%+21.6pp | 77.8%+10.2pp | 68.1%+19.9pp |
| Annual return | 16.94% | 39.99%-23.1pp | 62.79%-45.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $875 | $2,614-66.5% | $4,154-78.9% | $2,551-65.7% |
| Participant deferral / active EE | $6,132 | $3,214+90.8% | $5,453+12.5% | $4,139+48.1% |
| Admin fee / account holder | $1,205 | $6,352-81.0% | $14,116-91.5% | $7,234-83.3% |