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 | $238,872 | $106,864+123.5% | $147,318+62.1% | $82,637+189.1% |
| Participation rate | 93.8% | 75.5%+18.2pp | 82.1%+11.7pp | 68.1%+25.7pp |
| Annual return | 18.41% | 27.49%-9.1pp | 70.43%-52.0pp | 53.51%-35.1pp |
| Employer contribution / active EE | $8,079 | $3,417+136.5% | $4,593+75.9% | $2,552+216.6% |
| Participant deferral / active EE | $18,863 | $6,496+190.4% | $7,906+138.6% | $4,126+357.2% |
| Admin fee / account holder | $1,755 | $8,415-79.1% | $13,708-87.2% | $7,339-76.1% |