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 | $232,956 | $94,436+146.7% | $115,599+101.5% | $82,637+181.9% |
| Participation rate | 94.3% | 70.4%+23.9pp | 74.3%+20.0pp | 68.1%+26.2pp |
| Annual return | 16.26% | 18.37%-2.1pp | 111.10%-94.8pp | 53.51%-37.2pp |
| Employer contribution / active EE | $5,758 | $2,324+147.8% | $2,955+94.8% | $2,552+125.6% |
| Participant deferral / active EE | $4,989 | $3,955+26.1% | $4,889+2.0% | $4,126+20.9% |
| Admin fee / account holder | $12,167 | $10,328+17.8% | $12,841-5.2% | $7,339+65.8% |