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 | $184,776 | $80,985+128.2% | $96,576+91.3% | $75,181+145.8% |
| Participation rate | 89.2% | 71.8%+17.4pp | 76.0%+13.2pp | 67.2%+22.0pp |
| Annual return | 12.91% | 27.05%-14.1pp | 25.87%-13.0pp | 160.69%-147.8pp |
| Employer contribution / active EE | $751 | $2,282-67.1% | $2,965-74.7% | $2,671-71.9% |
| Participant deferral / active EE | $8,508 | $3,929+116.5% | $4,851+75.4% | $4,126+106.2% |
| Admin fee / account holder | $3,745 | $6,719-44.3% | $8,253-54.6% | $5,650-33.7% |