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 | $207,875 | $81,331+155.6% | $155,534+33.7% | $80,935+156.8% |
| Participation rate | 93.9% | 66.3%+27.7pp | 78.2%+15.7pp | 67.7%+26.3pp |
| Annual return | 15.98% | 33.37%-17.4pp | 64.92%-48.9pp | 35.66%-19.7pp |
| Employer contribution / active EE | $5,025 | $3,105+61.8% | $4,675+7.5% | $2,757+82.3% |
| Participant deferral / active EE | $4,738 | $3,454+37.2% | $5,630-15.8% | $4,299+10.2% |
| Admin fee / account holder | $5,848 | $7,999-26.9% | $15,900-63.2% | $6,924-15.5% |