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 | $221,439 | $123,793+78.9% | $177,848+24.5% | $79,856+177.3% |
| Participation rate | 93.1% | 84.7%+8.4pp | 87.7%+5.4pp | 69.6%+23.5pp |
| Annual return | 13.28% | 22.82%-9.5pp | 48.33%-35.0pp | 31.71%-18.4pp |
| Employer contribution / active EE | $10,130 | $4,095+147.4% | $5,919+71.1% | $2,471+309.9% |
| Participant deferral / active EE | $17,521 | $5,956+194.2% | $7,714+127.1% | $3,741+368.4% |
| Admin fee / account holder | $9,757 | $7,243+34.7% | $12,431-21.5% | $5,306+83.9% |