Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $187,144 | $71,208+162.8% | $93,681+99.8% | $80,911+131.3% |
| Participation rate | 90.0% | 60.4%+29.6pp | 68.7%+21.3pp | 67.6%+22.4pp |
| Annual return | 13.70% | 11.27%+2.4pp | 133.47%-119.8pp | 35.63%-21.9pp |
| Employer contribution / active EE | $2,105 | $1,564+34.5% | $2,422-13.1% | $2,756-23.6% |
| Participant deferral / active EE | $4,171 | $4,035+3.4% | $4,415-5.5% | $4,297-2.9% |
| Admin fee / account holder | $5,978 | $6,951-14.0% | $8,290-27.9% | $6,935-13.8% |