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 | $193,499 | $106,524+81.6% | $152,301+27.0% | $87,485+121.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 16.24% | 26.89%-10.7pp | 80.50%-64.3pp | 26.06%-9.8pp |
| Employer contribution / active EE | $7,104 | $3,371+110.7% | $4,624+53.6% | $2,596+173.6% |
| Participant deferral / active EE | $14,464 | $6,525+121.7% | $8,004+80.7% | $4,274+238.5% |
| Admin fee / account holder | $14,848 | $8,287+79.2% | $14,398+3.1% | $7,775+91.0% |