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 | $247,887 | $125,797+97.1% | $170,043+45.8% | $75,173+229.8% |
| Participation rate | 94.0% | 83.6%+10.4pp | 87.0%+7.0pp | 67.2%+26.8pp |
| Annual return | 21.16% | 27.20%-6.0pp | 53.40%-32.2pp | 160.72%-139.6pp |
| Employer contribution / active EE | $3,844 | $4,616-16.7% | $6,790-43.4% | $2,671+43.9% |
| Participant deferral / active EE | $19,832 | $6,838+190.0% | $10,410+90.5% | $4,126+380.6% |
| Admin fee / account holder | $26,100 | $8,177+219.2% | $12,824+103.5% | $5,651+361.9% |