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 | $235,303 | $124,425+89.1% | $112,040+110.0% | $137,256+71.4% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 12.57% | 24.72%-12.1pp | 24.52%-11.9pp | 220.34%-207.8pp |
| Employer contribution / active EE | $7,204 | $3,411+111.2% | $2,954+143.9% | $4,156+73.3% |
| Participant deferral / active EE | $6,651 | $5,718+16.3% | $5,098+30.5% | $6,407+3.8% |
| Admin fee / account holder | $2,829 | $15,207-81.4% | $12,098-76.6% | $12,270-76.9% |