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 | $177,100 | $117,859+50.3% | $102,438+72.9% | $145,959+21.3% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.6pp |
| Annual return | 11.92% | 31.72%-19.8pp | 29.37%-17.4pp | 561.95%-550.0pp |
| Employer contribution / active EE | $1,358 | $3,615-62.4% | $3,024-55.1% | $4,661-70.9% |
| Participant deferral / active EE | $2,077 | $5,732-63.8% | $5,054-58.9% | $6,689-68.9% |
| Admin fee / account holder | $9,563 | $13,318-28.2% | $9,448+1.2% | $13,398-28.6% |