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 | $227,440 | $76,551+197.1% | $123,894+83.6% | $62,881+261.7% |
| Participation rate | 94.0% | 73.0%+21.0pp | 81.4%+12.6pp | 69.3%+24.7pp |
| Annual return | 8.60% | 18.68%-10.1pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $3,996 | $2,882+38.6% | $4,617-13.5% | $2,281+75.2% |
| Participant deferral / active EE | $9,983 | $4,840+106.3% | $5,984+66.8% | $3,203+211.7% |
| Admin fee / account holder | $1,138 | $4,826-76.4% | $8,357-86.4% | $4,296-73.5% |