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 | $172,004 | $83,485+106.0% | $125,195+37.4% | $72,976+135.7% |
| Participation rate | 96.8% | 73.3%+23.5pp | 79.8%+17.0pp | 69.5%+27.3pp |
| Annual return | 22.13% | 25.77%-3.6pp | 43.79%-21.7pp | 81.02%-58.9pp |
| Employer contribution / active EE | $2,735 | $2,346+16.6% | $3,866-29.2% | $2,440+12.1% |
| Participant deferral / active EE | $9,376 | $3,586+161.4% | $4,937+89.9% | $3,608+159.9% |
| Admin fee / account holder | $3,342 | $5,518-39.4% | $9,704-65.6% | $5,124-34.8% |