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 | $183,754 | $76,551+140.0% | $123,894+48.3% | $62,881+192.2% |
| Participation rate | 96.7% | 73.0%+23.7pp | 81.4%+15.3pp | 69.3%+27.4pp |
| Annual return | 6.78% | 18.68%-11.9pp | 47.52%-40.7pp | 20.14%-13.4pp |
| Employer contribution / active EE | $14,218 | $2,882+393.3% | $4,617+208.0% | $2,281+523.4% |
| Participant deferral / active EE | $3,078 | $4,840-36.4% | $5,984-48.6% | $3,203-3.9% |
| Admin fee / account holder | $5,280 | $4,826+9.4% | $8,357-36.8% | $4,296+22.9% |