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 | $209,702 | $99,994+109.7% | $146,647+43.0% | $85,851+144.3% |
| Participation rate | 80.0% | 73.1%+6.9pp | 80.1%-0.1pp | 69.3%+10.7pp |
| Annual return | 12.37% | 18.93%-6.6pp | 22.75%-10.4pp | 318.63%-306.3pp |
| Employer contribution / active EE | $6,804 | $2,559+165.9% | $4,137+64.5% | $2,565+165.2% |
| Participant deferral / active EE | $5,570 | $4,006+39.0% | $5,506+1.2% | $3,952+40.9% |
| Admin fee / account holder | $3,358 | $7,703-56.4% | $10,281-67.3% | $6,261-46.4% |