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 | $201,975 | $86,938+132.3% | $102,423+97.2% | $80,925+149.6% |
| Participation rate | 84.8% | 72.4%+12.5pp | 76.5%+8.3pp | 67.7%+17.2pp |
| Annual return | 13.51% | 18.89%-5.4pp | 29.42%-15.9pp | 35.65%-22.1pp |
| Employer contribution / active EE | $5,996 | $2,369+153.1% | $3,023+98.4% | $2,756+117.6% |
| Participant deferral / active EE | $8,453 | $4,120+105.2% | $5,054+67.3% | $4,299+96.6% |
| Admin fee / account holder | $7,194 | $8,053-10.7% | $9,455-23.9% | $6,940+3.7% |