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 | $191,094 | $93,598+104.2% | $135,974+40.5% | $75,173+154.2% |
| Participation rate | 84.6% | 75.2%+9.4pp | 81.9%+2.7pp | 67.2%+17.4pp |
| Annual return | 15.42% | 30.89%-15.5pp | 68.30%-52.9pp | 160.72%-145.3pp |
| Employer contribution / active EE | $4,738 | $3,538+33.9% | $4,859-2.5% | $2,671+77.4% |
| Participant deferral / active EE | $10,318 | $6,405+61.1% | $7,760+33.0% | $4,126+150.1% |
| Admin fee / account holder | $5,826 | $6,978-16.5% | $10,767-45.9% | $5,651+3.1% |