Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $149,381 | $86,938+71.8% | $102,423+45.8% | $80,925+84.6% |
| Participation rate | 93.2% | 72.4%+20.8pp | 76.5%+16.7pp | 67.7%+25.5pp |
| Annual return | 14.26% | 18.89%-4.6pp | 29.42%-15.2pp | 35.65%-21.4pp |
| Employer contribution / active EE | $1,172 | $2,369-50.5% | $3,023-61.2% | $2,756-57.5% |
| Participant deferral / active EE | $3,725 | $4,120-9.6% | $5,054-26.3% | $4,299-13.4% |
| Admin fee / account holder | $10,032 | $8,053+24.6% | $9,455+6.1% | $6,940+44.6% |