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 | $166,326 | $86,949+91.3% | $102,460+62.3% | $80,959+105.4% |
| Participation rate | 95.2% | 72.4%+22.9pp | 76.5%+18.7pp | 67.7%+27.6pp |
| Annual return | 21.02% | 18.89%+2.1pp | 29.47%-8.5pp | 35.67%-14.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,697 | $4,121-34.6% | $5,056-46.7% | $4,300-37.3% |
| Admin fee / account holder | $25,560 | $8,048+217.6% | $9,460+170.2% | $6,925+269.1% |