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 | $195,548 | $210,908-7.3% | $153,643+27.3% | $145,884+34.0% |
| Participation rate | 78.6% | 82.1%-3.6pp | 77.1%+1.5pp | 80.3%-1.7pp |
| Annual return | 9.76% | 13.46%-3.7pp | 15.71%-6.0pp | 551.85%-542.1pp |
| Employer contribution / active EE | $2,039 | $6,055-66.3% | $5,039-59.5% | $4,662-56.3% |
| Participant deferral / active EE | $3,671 | $7,976-54.0% | $6,754-45.6% | $6,690-45.1% |
| Admin fee / account holder | $7,738 | $19,477-60.3% | $12,739-39.3% | $13,392-42.2% |