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 | $193,563 | $81,476+137.6% | $102,383+89.1% | $80,925+139.2% |
| Participation rate | 76.3% | 66.8%+9.5pp | 74.5%+1.8pp | 67.7%+8.7pp |
| Annual return | 18.28% | 25.59%-7.3pp | 24.94%-6.7pp | 35.65%-17.4pp |
| Employer contribution / active EE | $1,011 | $3,105-67.4% | $3,870-73.9% | $2,756-63.3% |
| Participant deferral / active EE | $4,631 | $3,871+19.6% | $5,060-8.5% | $4,299+7.7% |
| Admin fee / account holder | $435 | $6,717-93.5% | $8,391-94.8% | $6,940-93.7% |