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 | $233,552 | $147,556+58.3% | $129,031+81.0% | $198,609+17.6% |
| Participation rate | 82.6% | 77.2%+5.4pp | 73.4%+9.3pp | 82.4%+0.2pp |
| Annual return | 16.74% | 37.41%-20.7pp | 34.67%-17.9pp | 202.70%-186.0pp |
| Employer contribution / active EE | $1,629 | $3,645-55.3% | $3,226-49.5% | $5,055-67.8% |
| Participant deferral / active EE | $7,219 | $5,760+25.3% | $5,217+38.4% | $6,977+3.5% |
| Admin fee / account holder | $693 | $15,467-95.5% | $13,208-94.8% | $19,030-96.4% |