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 | $217,578 | $138,393+57.2% | $184,256+18.1% | $80,959+168.8% |
| Participation rate | 97.2% | 83.9%+13.3pp | 86.8%+10.4pp | 67.7%+29.6pp |
| Annual return | 23.83% | 20.01%+3.8pp | 28.85%-5.0pp | 35.67%-11.8pp |
| Employer contribution / active EE | $9,269 | $4,847+91.2% | $6,427+44.2% | $2,757+236.2% |
| Participant deferral / active EE | $13,683 | $7,076+93.4% | $9,133+49.8% | $4,300+218.2% |
| Admin fee / account holder | $31,310 | $10,489+198.5% | $13,899+125.3% | $6,925+352.1% |