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 | $228,638 | $57,352+298.7% | $83,831+172.7% | $64,173+256.3% |
| Participation rate | 80.5% | 68.6%+11.9pp | 76.1%+4.3pp | 69.6%+10.9pp |
| Annual return | 12.76% | 11.38%+1.4pp | 850.99%-838.2pp | 7.63%+5.1pp |
| Employer contribution / active EE | $5,390 | $2,546+111.7% | $3,631+48.4% | $2,381+126.4% |
| Participant deferral / active EE | $10,780 | $2,993+260.2% | $4,082+164.1% | $3,470+210.7% |
| Admin fee / account holder | $891 | $4,046-78.0% | $5,479-83.7% | $4,887-81.8% |