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 | $234,872 | $124,425+88.8% | $112,040+109.6% | $137,256+71.1% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 18.08% | 24.72%-6.6pp | 24.52%-6.4pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,625 | $3,411-23.0% | $2,954-11.1% | $4,156-36.8% |
| Participant deferral / active EE | $7,226 | $5,718+26.4% | $5,098+41.8% | $6,407+12.8% |
| Admin fee / account holder | $4,732 | $15,207-68.9% | $12,098-60.9% | $12,270-61.4% |