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 | $195,402 | $67,894+187.8% | $89,340+118.7% | $82,448+137.0% |
| Participation rate | 86.4% | 64.0%+22.3pp | 69.6%+16.8pp | 68.1%+18.3pp |
| Annual return | 16.22% | 19.21%-3.0pp | 20.57%-4.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $4,295 | $1,828+135.0% | $2,231+92.5% | $2,551+68.4% |
| Participant deferral / active EE | $4,374 | $3,072+42.4% | $3,823+14.4% | $4,139+5.7% |
| Admin fee / account holder | $25,057 | $5,723+337.8% | $6,704+273.8% | $7,234+246.4% |