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 | $187,922 | $91,179+106.1% | $178,499+5.3% | $79,852+135.3% |
| Participation rate | 74.1% | 69.2%+4.9pp | 81.9%-7.9pp | 69.6%+4.4pp |
| Annual return | 13.61% | 24.19%-10.6pp | 151.10%-137.5pp | 31.72%-18.1pp |
| Employer contribution / active EE | $2,347 | $3,256-27.9% | $5,011-53.2% | $2,471-5.0% |
| Participant deferral / active EE | $6,967 | $3,236+115.3% | $5,202+33.9% | $3,740+86.3% |
| Admin fee / account holder | $3,557 | $6,749-47.3% | $13,986-74.6% | $5,306-33.0% |