Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $209,949 | $407,956-48.5% | $299,830-30.0% | $198,609+5.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 78.5%+21.5pp | 82.4%+17.6pp |
| Annual return | 14.65% | 6.66%+8.0pp | 10.58%+4.1pp | 202.70%-188.0pp |
| Employer contribution / active EE | $3,549 | $7,661-53.7% | $5,842-39.2% | $5,055-29.8% |
| Participant deferral / active EE | $17,746 | $8,628+105.7% | $7,038+152.2% | $6,977+154.4% |
| Admin fee / account holder | $20,692 | $73,031-71.7% | $50,982-59.4% | $19,030+8.7% |