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 | $200,038 | $93,598+113.7% | $135,974+47.1% | $75,173+166.1% |
| Participation rate | 97.7% | 75.2%+22.5pp | 81.9%+15.8pp | 67.2%+30.5pp |
| Annual return | 20.05% | 30.89%-10.8pp | 68.30%-48.3pp | 160.72%-140.7pp |
| Employer contribution / active EE | $5,272 | $3,538+49.0% | $4,859+8.5% | $2,671+97.4% |
| Participant deferral / active EE | $13,427 | $6,405+109.6% | $7,760+73.0% | $4,126+225.4% |
| Admin fee / account holder | $7,704 | $6,978+10.4% | $10,767-28.4% | $5,651+36.3% |