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 | $204,988 | $125,797+63.0% | $170,057+20.5% | $75,177+172.7% |
| Participation rate | 91.2% | 83.6%+7.6pp | 87.0%+4.2pp | 67.2%+24.0pp |
| Annual return | 15.83% | 27.20%-11.4pp | 53.42%-37.6pp | 160.75%-144.9pp |
| Employer contribution / active EE | $5,201 | $4,616+12.7% | $6,790-23.4% | $2,671+94.7% |
| Participant deferral / active EE | $4,089 | $6,838-40.2% | $10,411-60.7% | $4,126-0.9% |
| Admin fee / account holder | $6,508 | $8,177-20.4% | $12,826-49.3% | $5,651+15.2% |