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 | $164,323 | $55,713+194.9% | $75,901+116.5% | $72,975+125.2% |
| Participation rate | 83.9% | 61.1%+22.7pp | 69.3%+14.6pp | 69.5%+14.4pp |
| Annual return | 21.78% | 27.60%-5.8pp | 30.76%-9.0pp | 81.01%-59.2pp |
| Employer contribution / active EE | $576 | $1,687-65.9% | $2,501-77.0% | $2,440-76.4% |
| Participant deferral / active EE | $3,723 | $2,634+41.3% | $3,603+3.3% | $3,608+3.2% |
| Admin fee / account holder | $2,886 | $3,980-27.5% | $5,420-46.7% | $5,124-43.7% |