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 | $82,133+160.2% | $147,318+45.0% | $64,097+233.4% |
| Participation rate | 80.6% | 62.3%+18.3pp | 82.1%-1.5pp | 55.2%+25.4pp |
| Annual return | 15.42% | 78.78%-63.4pp | 70.43%-55.0pp | 34.64%-19.2pp |
| Employer contribution / active EE | $7,200 | $2,872+150.7% | $4,593+56.8% | $1,891+280.7% |
| Participant deferral / active EE | $8,306 | $5,407+53.6% | $7,906+5.1% | $3,080+169.7% |
| Admin fee / account holder | $2,915 | $3,730-21.8% | $13,708-78.7% | $3,454-15.6% |