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 | $195,383 | $117,895+65.7% | $102,460+90.7% | $145,897+33.9% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 9.22% | 31.92%-22.7pp | 29.47%-20.3pp | 552.29%-543.1pp |
| Employer contribution / active EE | $3,760 | $3,619+3.9% | $3,025+24.3% | $4,663-19.4% |
| Participant deferral / active EE | $11,542 | $5,736+101.2% | $5,056+128.3% | $6,689+72.5% |
| Admin fee / account holder | $1,755 | $13,353-86.9% | $9,460-81.4% | $13,390-86.9% |