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 | $214,434 | $77,358+177.2% | $102,184+109.9% | $87,485+145.1% |
| Participation rate | 71.4% | 78.7%-7.3pp | 82.6%-11.2pp | 68.9%+2.5pp |
| Annual return | 14.37% | 41.11%-26.7pp | 31.58%-17.2pp | 26.06%-11.7pp |
| Employer contribution / active EE | $7,469 | $2,562+191.5% | $3,594+107.8% | $2,596+187.7% |
| Participant deferral / active EE | $6,316 | $6,753-6.5% | $8,309-24.0% | $4,274+47.8% |
| Admin fee / account holder | $12,724 | $6,809+86.9% | $11,609+9.6% | $7,775+63.7% |