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 | $204,924 | $78,423+161.3% | $95,964+113.5% | $79,856+156.6% |
| Participation rate | 96.7% | 73.5%+23.2pp | 77.1%+19.6pp | 69.6%+27.0pp |
| Annual return | 20.45% | 19.37%+1.1pp | 91.64%-71.2pp | 31.71%-11.3pp |
| Employer contribution / active EE | $2,137 | $1,945+9.9% | $2,541-15.9% | $2,471-13.5% |
| Participant deferral / active EE | $4,037 | $3,440+17.4% | $4,167-3.1% | $3,741+7.9% |
| Admin fee / account holder | $4,481 | $5,622-20.3% | $6,797-34.1% | $5,306-15.5% |