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 | $218,821 | $67,894+222.3% | $89,340+144.9% | $82,448+165.4% |
| Participation rate | 76.9% | 64.0%+12.9pp | 69.6%+7.4pp | 68.1%+8.9pp |
| Annual return | 13.79% | 19.21%-5.4pp | 20.57%-6.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $9,615 | $1,828+426.1% | $2,231+330.9% | $2,551+276.9% |
| Participant deferral / active EE | $7,049 | $3,072+129.4% | $3,823+84.4% | $4,139+70.3% |
| Admin fee / account holder | $14,167 | $5,723+147.5% | $6,704+111.3% | $7,234+95.8% |