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 | $236,209 | $81,233+190.8% | $155,567+51.8% | $80,874+192.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.57% | 33.33%-21.8pp | 64.74%-53.2pp | 35.62%-24.0pp |
| Employer contribution / active EE | $6,310 | $3,101+103.5% | $4,674+35.0% | $2,756+129.0% |
| Participant deferral / active EE | $6,760 | $3,452+95.8% | $5,628+20.1% | $4,297+57.3% |
| Admin fee / account holder | $8,068 | $7,998+0.9% | $15,916-49.3% | $6,935+16.3% |