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 | $216,422 | $97,550+121.9% | $120,344+79.8% | $87,485+147.4% |
| Participation rate | 95.6% | 72.8%+22.8pp | 76.7%+18.9pp | 68.9%+26.7pp |
| Annual return | 14.73% | 18.41%-3.7pp | 20.30%-5.6pp | 26.06%-11.3pp |
| Employer contribution / active EE | $5,603 | $2,291+144.6% | $3,020+85.5% | $2,596+115.8% |
| Participant deferral / active EE | $4,611 | $4,230+9.0% | $5,135-10.2% | $4,274+7.9% |
| Admin fee / account holder | $12,818 | $9,543+34.3% | $12,742+0.6% | $7,775+64.9% |