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 | $240,698 | $74,535+222.9% | $100,712+139.0% | $82,637+191.3% |
| Participation rate | 98.7% | 61.2%+37.5pp | 69.3%+29.4pp | 68.1%+30.6pp |
| Annual return | 13.68% | 18.92%-5.2pp | 33.27%-19.6pp | 53.51%-39.8pp |
| Employer contribution / active EE | $2,535 | $1,503+68.7% | $2,313+9.6% | $2,552-0.7% |
| Participant deferral / active EE | $4,128 | $3,074+34.3% | $4,085+1.0% | $4,1260% |
| Admin fee / account holder | $27,103 | $6,576+312.2% | $9,256+192.8% | $7,339+269.3% |