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 | $174,332 | $84,236+107.0% | $170,435+2.3% | $70,126+148.6% |
| Participation rate | 85.2% | 70.8%+14.4pp | 83.6%+1.6pp | 69.5%+15.6pp |
| Annual return | 14.09% | 23.06%-9.0pp | 205.94%-191.8pp | 73.15%-59.1pp |
| Employer contribution / active EE | $2,334 | $3,387-31.1% | $5,432-57.0% | $2,343-0.4% |
| Participant deferral / active EE | $4,926 | $3,086+59.6% | $4,939-0.3% | $3,332+47.8% |
| Admin fee / account holder | $731 | $5,698-87.2% | $13,881-94.7% | $4,645-84.3% |