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 | $213,882 | $138,385+54.6% | $184,243+16.1% | $80,925+164.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 11.26% | 20.02%-8.8pp | 28.82%-17.6pp | 35.65%-24.4pp |
| Employer contribution / active EE | $5,752 | $4,851+18.6% | $6,427-10.5% | $2,756+108.7% |
| Participant deferral / active EE | $13,772 | $7,075+94.6% | $9,132+50.8% | $4,299+220.4% |
| Admin fee / account holder | $11,054 | $10,489+5.4% | $13,914-20.6% | $6,940+59.3% |