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 | $81,233+147.4% | $155,567+29.2% | $80,874+148.5% |
| Participation rate | 94.4% | 66.2%+28.2pp | 78.2%+16.2pp | 67.6%+26.8pp |
| Annual return | 13.93% | 33.33%-19.4pp | 64.74%-50.8pp | 35.62%-21.7pp |
| Employer contribution / active EE | $7,504 | $3,101+142.0% | $4,674+60.6% | $2,756+172.3% |
| Participant deferral / active EE | $6,649 | $3,452+92.6% | $5,628+18.2% | $4,297+54.7% |
| Admin fee / account holder | $3,482 | $7,998-56.5% | $15,916-78.1% | $6,935-49.8% |