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 | $196,901 | $83,485+135.9% | $125,195+57.3% | $72,976+169.8% |
| Participation rate | 93.8% | 73.3%+20.4pp | 79.8%+14.0pp | 69.5%+24.3pp |
| Annual return | 19.64% | 25.77%-6.1pp | 43.79%-24.2pp | 81.02%-61.4pp |
| Employer contribution / active EE | $1,209 | $2,346-48.5% | $3,866-68.7% | $2,440-50.4% |
| Participant deferral / active EE | $4,837 | $3,586+34.9% | $4,937-2.0% | $3,608+34.1% |
| Admin fee / account holder | $7,670 | $5,518+39.0% | $9,704-21.0% | $5,124+49.7% |