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 | $213,677 | $88,360+141.8% | $145,433+46.9% | $67,986+214.3% |
| Participation rate | 80.6% | 65.5%+15.1pp | 82.1%-1.5pp | 57.2%+23.4pp |
| Annual return | 15.42% | 63.15%-47.7pp | 66.58%-51.2pp | 31.67%-16.2pp |
| Employer contribution / active EE | $7,200 | $3,054+135.8% | $4,554+58.1% | $2,019+256.7% |
| Participant deferral / active EE | $8,306 | $5,932+40.0% | $7,897+5.2% | $3,358+147.4% |
| Admin fee / account holder | $2,915 | $3,313-12.0% | $13,129-77.8% | $3,203-9.0% |