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 | $237,990 | $95,453+149.3% | $112,040+112.4% | $82,448+188.7% |
| Participation rate | 93.9% | 72.8%+21.1pp | 76.5%+17.4pp | 68.1%+25.8pp |
| Annual return | 14.33% | 23.92%-9.6pp | 24.52%-10.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $8,056 | $2,318+247.6% | $2,954+172.7% | $2,551+215.8% |
| Participant deferral / active EE | $7,567 | $4,224+79.2% | $5,098+48.4% | $4,139+82.8% |
| Admin fee / account holder | $24,660 | $9,013+173.6% | $12,098+103.8% | $7,234+240.9% |