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 | $201,007 | $81,358+147.1% | $155,556+29.2% | $80,959+148.3% |
| Participation rate | 94.4% | 66.3%+28.2pp | 78.2%+16.2pp | 67.7%+26.8pp |
| Annual return | 13.93% | 33.39%-19.5pp | 64.84%-50.9pp | 35.67%-21.7pp |
| Employer contribution / active EE | $7,504 | $3,106+141.6% | $4,675+60.5% | $2,757+172.2% |
| Participant deferral / active EE | $6,649 | $3,455+92.4% | $5,631+18.1% | $4,300+54.6% |
| Admin fee / account holder | $3,482 | $7,994-56.4% | $15,885-78.1% | $6,925-49.7% |