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 | $182,327 | $106,749+70.8% | $145,433+25.4% | $82,448+121.1% |
| Participation rate | 73.8% | 75.6%-1.8pp | 82.1%-8.3pp | 68.1%+5.7pp |
| Annual return | 14.81% | 27.59%-12.8pp | 66.58%-51.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $700 | $3,444-79.7% | $4,554-84.6% | $2,551-72.6% |
| Participant deferral / active EE | $4,059 | $6,519-37.7% | $7,897-48.6% | $4,139-1.9% |
| Admin fee / account holder | $5,398 | $8,390-35.7% | $13,129-58.9% | $7,234-25.4% |