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 | $210,818 | $87,060+142.2% | $105,591+99.7% | $80,911+160.6% |
| Participation rate | 90.9% | 70.4%+20.5pp | 75.3%+15.6pp | 67.6%+23.3pp |
| Annual return | 16.07% | 17.05%-1.0pp | 116.43%-100.4pp | 35.63%-19.6pp |
| Employer contribution / active EE | $2,454 | $2,396+2.4% | $3,166-22.5% | $2,756-11.0% |
| Participant deferral / active EE | $5,760 | $3,986+44.5% | $5,008+15.0% | $4,297+34.1% |
| Admin fee / account holder | $702 | $8,442-91.7% | $11,024-93.6% | $6,935-89.9% |