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 | $213,507 | $106,524+100.4% | $152,301+40.2% | $87,485+144.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 15.33% | 26.89%-11.6pp | 80.50%-65.2pp | 26.06%-10.7pp |
| Employer contribution / active EE | $2,765 | $3,371-18.0% | $4,624-40.2% | $2,596+6.5% |
| Participant deferral / active EE | $13,587 | $6,525+108.2% | $8,004+69.8% | $4,274+217.9% |
| Admin fee / account holder | $1,959 | $8,287-76.4% | $14,398-86.4% | $7,775-74.8% |