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 | $163,474 | $92,219+77.3% | $76,768+112.9% | $135,379+20.8% |
| Participation rate | 76.9% | 79.8%-2.8pp | 77.0%0pp | 82.6%-5.7pp |
| Annual return | 6.97% | 5.46%+1.5pp | 2.43%+4.5pp | 519.79%-512.8pp |
| Employer contribution / active EE | $2,458 | $3,216-23.6% | $2,485-1.1% | $4,779-48.6% |
| Participant deferral / active EE | $4,388 | $4,508-2.7% | $3,852+13.9% | $5,609-21.8% |
| Admin fee / account holder | $11,470 | $10,749+6.7% | $6,675+71.8% | $10,828+5.9% |