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 | $168,427 | $81,331+107.1% | $155,534+8.3% | $80,935+108.1% |
| Participation rate | 83.7% | 66.3%+17.5pp | 78.2%+5.5pp | 67.7%+16.1pp |
| Annual return | 10.88% | 33.37%-22.5pp | 64.92%-54.0pp | 35.66%-24.8pp |
| Employer contribution / active EE | $584 | $3,105-81.2% | $4,675-87.5% | $2,757-78.8% |
| Participant deferral / active EE | $6,927 | $3,454+100.5% | $5,630+23.0% | $4,299+61.1% |
| Admin fee / account holder | $1,612 | $7,999-79.9% | $15,900-89.9% | $6,924-76.7% |