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 | $227,922 | $110,137+106.9% | $161,149+41.4% | $82,637+175.8% |
| Participation rate | 97.2% | 72.4%+24.9pp | 78.8%+18.4pp | 68.1%+29.2pp |
| Annual return | 12.90% | 20.69%-7.8pp | 21.16%-8.3pp | 53.51%-40.6pp |
| Employer contribution / active EE | $7,437 | $2,856+160.4% | $4,360+70.6% | $2,552+191.4% |
| Participant deferral / active EE | $7,288 | $4,575+59.3% | $6,153+18.4% | $4,126+76.6% |
| Admin fee / account holder | $10,915 | $9,467+15.3% | $15,194-28.2% | $7,339+48.7% |