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 | $214,668 | $73,978+190.2% | $96,515+122.4% | $75,173+185.6% |
| Participation rate | 97.1% | 66.4%+30.7pp | 74.3%+22.8pp | 67.2%+29.9pp |
| Annual return | 16.26% | 26.72%-10.5pp | 35.73%-19.5pp | 160.72%-144.5pp |
| Employer contribution / active EE | $13,123 | $2,931+347.8% | $3,740+250.9% | $2,671+391.3% |
| Participant deferral / active EE | $11,709 | $3,660+219.9% | $4,880+140.0% | $4,126+183.8% |
| Admin fee / account holder | $17,092 | $5,219+227.5% | $6,735+153.8% | $5,651+202.5% |