Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $188,861 | $127,096+48.6% | $105,736+78.6% | $135,380+39.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 76.3%+12.6pp | 82.6%+6.2pp |
| Annual return | 7.61% | 4.49%+3.1pp | 6.27%+1.3pp | 519.81%-512.2pp |
| Employer contribution / active EE | $3,566 | $4,107-13.2% | $3,268+9.1% | $4,779-25.4% |
| Participant deferral / active EE | $4,789 | $5,064-5.4% | $4,080+17.4% | $5,609-14.6% |
| Admin fee / account holder | $6,226 | $9,087-31.5% | $6,913-9.9% | $10,828-42.5% |