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 | $220,643 | $143,969+53.3% | $199,883+10.4% | $82,637+167.0% |
| Participation rate | 96.8% | 84.1%+12.6pp | 86.8%+10.0pp | 68.1%+28.7pp |
| Annual return | 16.58% | 25.67%-9.1pp | 43.81%-27.2pp | 53.51%-36.9pp |
| Employer contribution / active EE | $5,490 | $4,632+18.5% | $6,261-12.3% | $2,552+115.1% |
| Participant deferral / active EE | $13,314 | $6,937+91.9% | $9,138+45.7% | $4,126+222.7% |
| Admin fee / account holder | $10,400 | $14,597-28.8% | $17,268-39.8% | $7,339+41.7% |