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 | $201,845 | $81,262+148.4% | $155,602+29.7% | $80,911+149.5% |
| Participation rate | 97.2% | 66.2%+31.0pp | 78.2%+19.0pp | 67.6%+29.6pp |
| Annual return | 12.66% | 33.34%-20.7pp | 64.81%-52.1pp | 35.63%-23.0pp |
| Employer contribution / active EE | $7,193 | $3,102+131.9% | $4,675+53.9% | $2,756+161.0% |
| Participant deferral / active EE | $4,819 | $3,451+39.6% | $5,629-14.4% | $4,297+12.2% |
| Admin fee / account holder | $18,409 | $7,992+130.4% | $15,923+15.6% | $6,935+165.5% |