Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $182,309 | $87,059+109.4% | $105,608+72.6% | $80,925+125.3% |
| Participation rate | 98.6% | 70.4%+28.1pp | 75.3%+23.3pp | 67.7%+30.9pp |
| Annual return | 15.63% | 17.05%-1.4pp | 116.50%-100.9pp | 35.65%-20.0pp |
| Employer contribution / active EE | $1,447 | $2,396-39.6% | $3,167-54.3% | $2,756-47.5% |
| Participant deferral / active EE | $5,074 | $3,986+27.3% | $5,010+1.3% | $4,299+18.0% |
| Admin fee / account holder | $7,904 | $8,443-6.4% | $11,028-28.3% | $6,940+13.9% |