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 | $225,906 | $81,331+177.8% | $155,534+45.2% | $80,935+179.1% |
| Participation rate | 97.0% | 66.3%+30.7pp | 78.2%+18.8pp | 67.7%+29.3pp |
| Annual return | 17.00% | 33.37%-16.4pp | 64.92%-47.9pp | 35.66%-18.7pp |
| Employer contribution / active EE | $7,522 | $3,105+142.3% | $4,675+60.9% | $2,757+172.9% |
| Participant deferral / active EE | $5,970 | $3,454+72.8% | $5,630+6.0% | $4,299+38.9% |
| Admin fee / account holder | $2,849 | $7,999-64.4% | $15,900-82.1% | $6,924-58.9% |