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 | $243,840 | $86,922+180.5% | $102,438+138.0% | $80,874+201.5% |
| Participation rate | 80.5% | 72.4%+8.1pp | 76.5%+4.0pp | 67.6%+12.9pp |
| Annual return | 14.10% | 18.90%-4.8pp | 29.37%-15.3pp | 35.62%-21.5pp |
| Employer contribution / active EE | $3,239 | $2,369+36.7% | $3,024+7.1% | $2,756+17.5% |
| Participant deferral / active EE | $6,807 | $4,119+65.3% | $5,054+34.7% | $4,297+58.4% |
| Admin fee / account holder | $17,324 | $8,050+115.2% | $9,448+83.4% | $6,935+149.8% |