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 | $193,321 | $95,762+101.9% | $379,746-49.1% | $79,856+142.1% |
| Participation rate | 85.7% | 74.0%+11.7pp | 78.4%+7.3pp | 69.6%+16.1pp |
| Annual return | 14.37% | 18.26%-3.9pp | 34.90%-20.5pp | 31.71%-17.3pp |
| Employer contribution / active EE | $2,382 | $2,695-11.6% | $3,540-32.7% | $2,471-3.6% |
| Participant deferral / active EE | $7,525 | $4,705+59.9% | $6,024+24.9% | $3,741+101.2% |
| Admin fee / account holder | $5,655 | $6,745-16.2% | $7,927-28.7% | $5,306+6.6% |