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 | $195,298 | $97,550+100.2% | $120,344+62.3% | $87,485+123.2% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.7%+15.6pp | 68.9%+23.4pp |
| Annual return | 15.80% | 18.41%-2.6pp | 20.30%-4.5pp | 26.06%-10.3pp |
| Employer contribution / active EE | $16,644 | $2,291+626.6% | $3,020+451.1% | $2,596+541.1% |
| Participant deferral / active EE | $21,309 | $4,230+403.8% | $5,135+315.0% | $4,274+398.6% |
| Admin fee / account holder | $24,820 | $9,543+160.1% | $12,742+94.8% | $7,775+219.2% |