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 | $232,773 | $138,366+68.2% | $184,185+26.4% | $80,911+187.7% |
| Participation rate | 95.0% | 83.9%+11.1pp | 86.8%+8.2pp | 67.6%+27.4pp |
| Annual return | 22.82% | 20.02%+2.8pp | 28.81%-6.0pp | 35.63%-12.8pp |
| Employer contribution / active EE | $21,559 | $4,849+344.6% | $6,426+235.5% | $2,756+682.3% |
| Participant deferral / active EE | $19,961 | $7,074+182.2% | $9,132+118.6% | $4,297+364.5% |
| Admin fee / account holder | $6,206 | $10,484-40.8% | $13,909-55.4% | $6,935-10.5% |