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 | $220,240 | $108,825+102.4% | $156,181+41.0% | $82,448+167.1% |
| Participation rate | 96.7% | 72.4%+24.3pp | 78.8%+17.9pp | 68.1%+28.6pp |
| Annual return | 15.65% | 20.59%-4.9pp | 64.87%-49.2pp | 41.64%-26.0pp |
| Employer contribution / active EE | $4,346 | $2,870+51.4% | $4,294+1.2% | $2,551+70.4% |
| Participant deferral / active EE | $6,859 | $4,577+49.9% | $6,132+11.9% | $4,139+65.7% |
| Admin fee / account holder | $70,969 | $9,341+659.8% | $14,586+386.6% | $7,234+881.0% |