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 | $206,957 | $91,179+127.0% | $178,499+15.9% | $79,852+159.2% |
| Participation rate | 82.8% | 69.2%+13.6pp | 81.9%+0.8pp | 69.6%+13.1pp |
| Annual return | 10.99% | 24.19%-13.2pp | 151.10%-140.1pp | 31.72%-20.7pp |
| Employer contribution / active EE | $1,655 | $3,256-49.2% | $5,011-67.0% | $2,471-33.0% |
| Participant deferral / active EE | $5,565 | $3,236+72.0% | $5,202+7.0% | $3,740+48.8% |
| Admin fee / account holder | $1,362 | $6,749-79.8% | $13,986-90.3% | $5,306-74.3% |