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 | $239,589 | $84,236+184.4% | $170,435+40.6% | $70,126+241.7% |
| Participation rate | 92.3% | 70.8%+21.5pp | 83.6%+8.7pp | 69.5%+22.8pp |
| Annual return | 40.24% | 23.06%+17.2pp | 205.94%-165.7pp | 73.15%-32.9pp |
| Employer contribution / active EE | $4,158 | $3,387+22.8% | $5,432-23.5% | $2,343+77.5% |
| Participant deferral / active EE | $3,456 | $3,086+12.0% | $4,939-30.0% | $3,332+3.7% |
| Admin fee / account holder | $4,590 | $5,698-19.4% | $13,881-66.9% | $4,645-1.2% |