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 | $223,030 | $81,504+173.6% | $102,437+117.7% | $80,959+175.5% |
| Participation rate | 74.1% | 66.9%+7.2pp | 74.5%-0.4pp | 67.7%+6.4pp |
| Annual return | 18.69% | 25.60%-6.9pp | 24.95%-6.3pp | 35.67%-17.0pp |
| Employer contribution / active EE | $3,420 | $3,104+10.2% | $3,871-11.6% | $2,757+24.0% |
| Participant deferral / active EE | $9,253 | $3,871+139.1% | $5,060+82.9% | $4,300+115.2% |
| Admin fee / account holder | $13,508 | $6,719+101.0% | $8,388+61.0% | $6,925+95.0% |