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 | $247,947 | $108,825+127.8% | $156,181+58.8% | $82,448+200.7% |
| Participation rate | 96.4% | 72.4%+24.1pp | 78.8%+17.6pp | 68.1%+28.4pp |
| Annual return | 17.47% | 20.59%-3.1pp | 64.87%-47.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $7,981 | $2,870+178.1% | $4,294+85.9% | $2,551+212.8% |
| Participant deferral / active EE | $14,515 | $4,577+217.1% | $6,132+136.7% | $4,139+250.7% |
| Admin fee / account holder | $3,997 | $9,341-57.2% | $14,586-72.6% | $7,234-44.7% |