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 | $244,458 | $86,938+181.2% | $102,423+138.7% | $80,925+202.1% |
| Participation rate | 90.9% | 72.4%+18.5pp | 76.5%+14.4pp | 67.7%+23.3pp |
| Annual return | 14.45% | 18.89%-4.4pp | 29.42%-15.0pp | 35.65%-21.2pp |
| Employer contribution / active EE | $6,186 | $2,369+161.1% | $3,023+104.6% | $2,756+124.5% |
| Participant deferral / active EE | $7,193 | $4,120+74.6% | $5,054+42.3% | $4,299+67.3% |
| Admin fee / account holder | $1,614 | $8,053-80.0% | $9,455-82.9% | $6,940-76.7% |