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 | $199,763 | $54,541+266.3% | $78,778+153.6% | $70,126+184.9% |
| Participation rate | 86.8% | 60.8%+26.0pp | 69.2%+17.7pp | 69.5%+17.3pp |
| Annual return | 17.88% | 21.07%-3.2pp | 35.62%-17.7pp | 73.15%-55.3pp |
| Employer contribution / active EE | $2,343 | $1,089+115.2% | $1,986+18.0% | $2,3430% |
| Participant deferral / active EE | $9,794 | $2,210+343.1% | $2,958+231.1% | $3,332+194.0% |
| Admin fee / account holder | $15,447 | $3,709+316.5% | $5,134+200.9% | $4,645+232.5% |