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 | $180,493 | $93,345+93.4% | $119,126+51.5% | $87,485+106.3% |
| Participation rate | 75.0% | 68.7%+6.3pp | 75.8%-0.8pp | 68.9%+6.1pp |
| Annual return | 21.49% | 19.08%+2.4pp | 282.11%-260.6pp | 26.06%-4.6pp |
| Employer contribution / active EE | $1,633 | $3,172-48.5% | $4,034-59.5% | $2,596-37.1% |
| Participant deferral / active EE | $7,122 | $4,099+73.8% | $5,318+33.9% | $4,274+66.7% |
| Admin fee / account holder | $10,808 | $8,039+34.5% | $10,693+1.1% | $7,775+39.0% |