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 | $217,854 | $56,544+285.3% | $75,501+188.5% | $70,126+210.7% |
| Participation rate | 96.9% | 68.1%+28.8pp | 72.4%+24.5pp | 69.5%+27.3pp |
| Annual return | 13.89% | 23.59%-9.7pp | 27.35%-13.5pp | 73.15%-59.3pp |
| Employer contribution / active EE | $3,142 | $1,817+73.0% | $2,352+33.6% | $2,343+34.1% |
| Participant deferral / active EE | $12,049 | $2,580+367.1% | $3,142+283.5% | $3,332+261.6% |
| Admin fee / account holder | $46,016 | $3,827+1102.5% | $5,801+693.3% | $4,645+890.6% |