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 | $171,057 | $69,977+144.4% | $108,582+57.5% | $62,881+172.0% |
| Participation rate | 71.8% | 72.9%-1.1pp | 79.6%-7.8pp | 69.3%+2.5pp |
| Annual return | 7.19% | 10.73%-3.5pp | -51.70%+58.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $4,670 | $2,135+118.8% | $3,758+24.3% | $2,281+104.8% |
| Participant deferral / active EE | $7,651 | $3,165+141.8% | $4,311+77.5% | $3,203+138.9% |
| Admin fee / account holder | $1,780 | $5,076-64.9% | $7,645-76.7% | $4,296-58.6% |