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 | $187,074 | $106,524+75.6% | $152,301+22.8% | $87,485+113.8% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.4%+8.2pp | 68.9%+21.8pp |
| Annual return | 15.78% | 26.89%-11.1pp | 80.50%-64.7pp | 26.06%-10.3pp |
| Employer contribution / active EE | $13,767 | $3,371+308.4% | $4,624+197.7% | $2,596+430.3% |
| Participant deferral / active EE | $6,830 | $6,525+4.7% | $8,004-14.7% | $4,274+59.8% |
| Admin fee / account holder | $49,109 | $8,287+492.6% | $14,398+241.1% | $7,775+531.6% |