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 | $198,841 | $96,956+105.1% | $69,779+185.0% | $273,972-27.4% |
| Participation rate | 87.5% | 77.1%+10.4pp | 71.8%+15.7pp | 83.0%+4.5pp |
| Annual return | 24.35% | 12.93%+11.4pp | 12.99%+11.4pp | 41.46%-17.1pp |
| Employer contribution / active EE | $11,419 | $3,316+244.4% | $2,338+388.3% | $4,869+134.5% |
| Participant deferral / active EE | $13,402 | $3,744+258.0% | $2,931+357.3% | $5,287+153.5% |
| Admin fee / account holder | $46,240 | $7,934+482.8% | $4,381+955.5% | $10,133+356.3% |