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 | $174,594 | $81,487+114.3% | $102,412+70.5% | $80,935+115.7% |
| Participation rate | 85.4% | 66.8%+18.5pp | 74.5%+10.9pp | 67.7%+17.7pp |
| Annual return | 12.92% | 25.60%-12.7pp | 24.94%-12.0pp | 35.66%-22.7pp |
| Employer contribution / active EE | $2,210 | $3,103-28.8% | $3,870-42.9% | $2,757-19.8% |
| Participant deferral / active EE | $7,322 | $3,871+89.2% | $5,060+44.7% | $4,299+70.3% |
| Admin fee / account holder | $20,463 | $6,717+204.6% | $8,388+144.0% | $6,924+195.5% |