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 | $237,098 | $81,358+191.4% | $155,556+52.4% | $80,959+192.9% |
| Participation rate | 87.5% | 66.3%+21.2pp | 78.2%+9.3pp | 67.7%+19.8pp |
| Annual return | 16.49% | 33.39%-16.9pp | 64.84%-48.4pp | 35.67%-19.2pp |
| Employer contribution / active EE | $2,528 | $3,106-18.6% | $4,675-45.9% | $2,757-8.3% |
| Participant deferral / active EE | $7,930 | $3,455+129.5% | $5,631+40.8% | $4,300+84.4% |
| Admin fee / account holder | $859 | $7,994-89.3% | $15,885-94.6% | $6,925-87.6% |