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 | $247,350 | $142,972+73.0% | $214,702+15.2% | $86,983+184.4% |
| Participation rate | 84.6% | 84.9%-0.2pp | 87.5%-2.9pp | 69.5%+15.1pp |
| Annual return | 17.52% | 18.49%-1.0pp | 54.55%-37.0pp | 25.83%-8.3pp |
| Employer contribution / active EE | $5,425 | $4,635+17.0% | $6,461-16.0% | $2,584+109.9% |
| Participant deferral / active EE | $13,463 | $6,568+105.0% | $9,147+47.2% | $4,194+221.0% |
| Admin fee / account holder | $54,046 | $17,617+206.8% | $19,830+172.5% | $7,856+588.0% |