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 | $199,567 | $49,976+299.3% | $66,674+199.3% | $82,637+141.5% |
| Participation rate | 96.3% | 63.1%+33.2pp | 73.7%+22.6pp | 68.1%+28.2pp |
| Annual return | 14.42% | 39.09%-24.7pp | 321.24%-306.8pp | 53.51%-39.1pp |
| Employer contribution / active EE | $1,286 | $1,988-35.3% | $2,620-50.9% | $2,552-49.6% |
| Participant deferral / active EE | $3,269 | $2,847+14.8% | $4,084-20.0% | $4,126-20.8% |
| Admin fee / account holder | $7,029 | $4,594+53.0% | $5,098+37.9% | $7,339-4.2% |