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 | $241,342 | $81,358+196.6% | $155,556+55.1% | $80,959+198.1% |
| Participation rate | 94.1% | 66.3%+27.9pp | 78.2%+15.9pp | 67.7%+26.4pp |
| Annual return | 13.17% | 33.39%-20.2pp | 64.84%-51.7pp | 35.67%-22.5pp |
| Employer contribution / active EE | $6,599 | $3,106+112.4% | $4,675+41.1% | $2,757+139.3% |
| Participant deferral / active EE | $8,189 | $3,455+137.0% | $5,631+45.4% | $4,300+90.4% |
| Admin fee / account holder | $5,170 | $7,994-35.3% | $15,885-67.5% | $6,925-25.3% |