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 | $190,679 | $81,504+134.0% | $102,437+86.1% | $80,959+135.5% |
| Participation rate | 78.9% | 66.9%+12.1pp | 74.5%+4.4pp | 67.7%+11.3pp |
| Annual return | 14.30% | 25.60%-11.3pp | 24.95%-10.7pp | 35.67%-21.4pp |
| Employer contribution / active EE | $4,451 | $3,104+43.4% | $3,871+15.0% | $2,757+61.4% |
| Participant deferral / active EE | $8,068 | $3,871+108.4% | $5,060+59.4% | $4,300+87.6% |
| Admin fee / account holder | $1,162 | $6,719-82.7% | $8,388-86.1% | $6,925-83.2% |