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 | $193,413 | $71,197+171.7% | $93,669+106.5% | $80,925+139.0% |
| Participation rate | 84.6% | 60.4%+24.2pp | 68.7%+15.9pp | 67.7%+17.0pp |
| Annual return | 12.52% | 11.27%+1.2pp | 133.59%-121.1pp | 35.65%-23.1pp |
| Employer contribution / active EE | $2,256 | $1,565+44.2% | $2,424-6.9% | $2,756-18.1% |
| Participant deferral / active EE | $6,179 | $4,036+53.1% | $4,416+39.9% | $4,299+43.8% |
| Admin fee / account holder | $1,207 | $6,959-82.7% | $8,291-85.4% | $6,940-82.6% |