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 | $169,277 | $88,707+90.8% | $74,184+128.2% | $273,972-38.2% |
| Participation rate | 81.8% | 79.4%+2.4pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 5.57% | 11.94%-6.4pp | 17.74%-12.2pp | 41.46%-35.9pp |
| Employer contribution / active EE | $4,294 | $3,159+35.9% | $2,370+81.2% | $4,869-11.8% |
| Participant deferral / active EE | $7,075 | $4,212+68.0% | $3,550+99.3% | $5,287+33.8% |
| Admin fee / account holder | $778 | $8,717-91.1% | $5,586-86.1% | $10,133-92.3% |