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 | $216,829 | $109,359+98.3% | $162,185+33.7% | $72,976+197.1% |
| Participation rate | 96.3% | 84.3%+12.0pp | 87.6%+8.7pp | 69.5%+26.8pp |
| Annual return | 19.13% | 25.46%-6.3pp | 115.61%-96.5pp | 81.02%-61.9pp |
| Employer contribution / active EE | $3,501 | $3,907-10.4% | $5,613-37.6% | $2,440+43.5% |
| Participant deferral / active EE | $5,750 | $5,481+4.9% | $7,297-21.2% | $3,608+59.4% |
| Admin fee / account holder | $37,537 | $7,972+370.9% | $10,844+246.2% | $5,124+632.6% |