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 | $216,885 | $65,034+233.5% | $90,970+138.4% | $79,856+171.6% |
| Participation rate | 94.4% | 61.6%+32.8pp | 69.0%+25.4pp | 69.6%+24.8pp |
| Annual return | 28.14% | 30.45%-2.3pp | 134.60%-106.5pp | 31.71%-3.6pp |
| Employer contribution / active EE | $2,773 | $1,247+122.3% | $2,122+30.7% | $2,471+12.2% |
| Participant deferral / active EE | $6,430 | $2,512+155.9% | $3,373+90.6% | $3,741+71.9% |
| Admin fee / account holder | $1,088 | $4,536-76.0% | $5,961-81.7% | $5,306-79.5% |