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 | $226,933 | $97,550+132.6% | $120,344+88.6% | $87,485+159.4% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.7%+10.8pp | 68.9%+18.6pp |
| Annual return | 14.14% | 18.41%-4.3pp | 20.30%-6.2pp | 26.06%-11.9pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,735 | $4,230+11.9% | $5,135-7.8% | $4,274+10.8% |
| Admin fee / account holder | $1,150 | $9,543-87.9% | $12,742-91.0% | $7,775-85.2% |