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 | $182,715 | $70,486+159.2% | $100,535+81.7% | $79,856+128.8% |
| Participation rate | 96.3% | 73.6%+22.6pp | 79.4%+16.9pp | 69.6%+26.7pp |
| Annual return | 16.78% | 21.90%-5.1pp | 30.90%-14.1pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,411 | $2,165-34.8% | $3,419-58.7% | $2,471-42.9% |
| Participant deferral / active EE | $6,627 | $5,182+27.9% | $6,271+5.7% | $3,741+77.2% |
| Admin fee / account holder | $3,008 | $4,480-32.9% | $8,085-62.8% | $5,306-43.3% |