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 | $233,173 | $76,551+204.6% | $123,894+88.2% | $62,881+270.8% |
| Participation rate | 96.8% | 73.0%+23.8pp | 81.4%+15.4pp | 69.3%+27.5pp |
| Annual return | 7.64% | 18.68%-11.0pp | 47.52%-39.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $8,175 | $2,882+183.6% | $4,617+77.1% | $2,281+258.4% |
| Participant deferral / active EE | $8,338 | $4,840+72.3% | $5,984+39.3% | $3,203+160.3% |
| Admin fee / account holder | $4,870 | $4,826+0.9% | $8,357-41.7% | $4,296+13.4% |