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 | $220,485 | $77,962+182.8% | $178,540+23.5% | $80,935+172.4% |
| Participation rate | 97.1% | 65.7%+31.4pp | 77.1%+19.9pp | 67.7%+29.4pp |
| Annual return | 14.88% | 18.10%-3.2pp | 27.15%-12.3pp | 35.66%-20.8pp |
| Employer contribution / active EE | $7,824 | $2,280+243.1% | $3,953+97.9% | $2,757+183.8% |
| Participant deferral / active EE | $12,830 | $4,404+191.3% | $6,281+104.3% | $4,299+198.4% |
| Admin fee / account holder | $24,186 | $7,156+238.0% | $10,424+132.0% | $6,924+249.3% |