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 | $191,827 | $77,460+147.6% | $100,378+91.1% | $80,925+137.0% |
| Participation rate | 96.4% | 76.9%+19.5pp | 81.5%+14.9pp | 67.7%+28.8pp |
| Annual return | 15.70% | 37.24%-21.5pp | 49.41%-33.7pp | 35.65%-20.0pp |
| Employer contribution / active EE | $4,484 | $2,801+60.1% | $3,942+13.8% | $2,756+62.7% |
| Participant deferral / active EE | $9,499 | $6,818+39.3% | $8,087+17.5% | $4,299+121.0% |
| Admin fee / account holder | $2,586 | $5,887-56.1% | $7,899-67.3% | $6,940-62.7% |