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 | $246,557 | $81,331+203.2% | $155,534+58.5% | $80,935+204.6% |
| Participation rate | 98.1% | 66.3%+31.9pp | 78.2%+19.9pp | 67.7%+30.5pp |
| Annual return | 17.61% | 33.37%-15.8pp | 64.92%-47.3pp | 35.66%-18.0pp |
| Employer contribution / active EE | $2,378 | $3,105-23.4% | $4,675-49.1% | $2,757-13.7% |
| Participant deferral / active EE | $5,845 | $3,454+69.2% | $5,630+3.8% | $4,299+35.9% |
| Admin fee / account holder | $1,544 | $7,999-80.7% | $15,900-90.3% | $6,924-77.7% |