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 | $164,602 | $95,404+72.5% | $113,397+45.2% | $82,637+99.2% |
| Participation rate | 76.5% | 72.8%+3.7pp | 76.5%0pp | 68.1%+8.4pp |
| Annual return | 12.85% | 19.08%-6.2pp | 23.20%-10.3pp | 53.51%-40.7pp |
| Employer contribution / active EE | $1,389 | $2,307-39.8% | $2,977-53.4% | $2,552-45.6% |
| Participant deferral / active EE | $6,466 | $4,220+53.2% | $5,076+27.4% | $4,126+56.7% |
| Admin fee / account holder | $6,273 | $9,168-31.6% | $11,957-47.5% | $7,339-14.5% |