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 | $241,080 | $106,524+126.3% | $152,301+58.3% | $87,485+175.6% |
| Participation rate | 89.5% | 75.8%+13.7pp | 82.4%+7.0pp | 68.9%+20.5pp |
| Annual return | 19.57% | 26.89%-7.3pp | 80.50%-60.9pp | 26.06%-6.5pp |
| Employer contribution / active EE | $3,765 | $3,371+11.7% | $4,624-18.6% | $2,596+45.0% |
| Participant deferral / active EE | $15,151 | $6,525+132.2% | $8,004+89.3% | $4,274+254.5% |
| Admin fee / account holder | $9,764 | $8,287+17.8% | $14,398-32.2% | $7,775+25.6% |