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 | $187,333 | $95,453+96.3% | $112,040+67.2% | $82,448+127.2% |
| Participation rate | 90.7% | 72.8%+17.9pp | 76.5%+14.2pp | 68.1%+22.6pp |
| Annual return | 16.38% | 23.92%-7.5pp | 24.52%-8.1pp | 41.64%-25.3pp |
| Employer contribution / active EE | $5,830 | $2,318+151.5% | $2,954+97.4% | $2,551+128.5% |
| Participant deferral / active EE | $8,776 | $4,224+107.8% | $5,098+72.2% | $4,139+112.0% |
| Admin fee / account holder | $18,475 | $9,013+105.0% | $12,098+52.7% | $7,234+155.4% |