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 | $222,888 | $76,407+191.7% | $150,298+48.3% | $82,448+170.3% |
| Participation rate | 92.7% | 66.4%+26.3pp | 77.8%+14.9pp | 68.1%+24.6pp |
| Annual return | 16.87% | 39.99%-23.1pp | 62.79%-45.9pp | 41.64%-24.8pp |
| Employer contribution / active EE | $4,634 | $2,614+77.3% | $4,154+11.6% | $2,551+81.7% |
| Participant deferral / active EE | $7,103 | $3,214+121.0% | $5,453+30.3% | $4,139+71.6% |
| Admin fee / account holder | $700 | $6,352-89.0% | $14,116-95.0% | $7,234-90.3% |