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 | $220,871 | $123,793+78.4% | $177,840+24.2% | $79,852+176.6% |
| Participation rate | 97.8% | 84.7%+13.1pp | 87.7%+10.1pp | 69.6%+28.1pp |
| Annual return | 12.33% | 22.82%-10.5pp | 48.32%-36.0pp | 31.72%-19.4pp |
| Employer contribution / active EE | $15,202 | $4,095+271.2% | $5,919+156.9% | $2,471+515.2% |
| Participant deferral / active EE | $14,971 | $5,956+151.3% | $7,714+94.1% | $3,740+300.3% |
| Admin fee / account holder | $32,903 | $7,243+354.3% | $12,431+164.7% | $5,306+520.1% |