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 | $230,716 | $86,940+165.4% | $102,434+125.2% | $80,935+185.1% |
| Participation rate | 97.9% | 72.4%+25.5pp | 76.5%+21.4pp | 67.7%+30.2pp |
| Annual return | 13.98% | 18.89%-4.9pp | 29.46%-15.5pp | 35.66%-21.7pp |
| Employer contribution / active EE | $7,013 | $2,370+196.0% | $3,023+132.0% | $2,757+154.4% |
| Participant deferral / active EE | $6,324 | $4,121+53.5% | $5,055+25.1% | $4,299+47.1% |
| Admin fee / account holder | $8,725 | $8,047+8.4% | $9,462-7.8% | $6,924+26.0% |