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 | $196,739 | $76,551+157.0% | $123,894+58.8% | $62,881+212.9% |
| Participation rate | 97.9% | 73.0%+24.9pp | 81.4%+16.5pp | 69.3%+28.6pp |
| Annual return | 7.58% | 18.68%-11.1pp | 47.52%-39.9pp | 20.14%-12.6pp |
| Employer contribution / active EE | $13,389 | $2,882+364.5% | $4,617+190.0% | $2,281+487.0% |
| Participant deferral / active EE | $10,822 | $4,840+123.6% | $5,984+80.8% | $3,203+237.9% |
| Admin fee / account holder | $9,363 | $4,826+94.0% | $8,357+12.0% | $4,296+118.0% |