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 | $237,866 | $143,969+65.2% | $199,883+19.0% | $82,637+187.8% |
| Participation rate | 71.7% | 84.1%-12.4pp | 86.8%-15.0pp | 68.1%+3.7pp |
| Annual return | 15.00% | 25.67%-10.7pp | 43.81%-28.8pp | 53.51%-38.5pp |
| Employer contribution / active EE | $6,859 | $4,632+48.1% | $6,261+9.5% | $2,552+168.7% |
| Participant deferral / active EE | $14,271 | $6,937+105.7% | $9,138+56.2% | $4,126+245.9% |
| Admin fee / account holder | $10,126 | $14,597-30.6% | $17,268-41.4% | $7,339+38.0% |