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 | $216,218 | $97,648+121.4% | $121,663+77.7% | $87,485+147.1% |
| Participation rate | 96.2% | 70.5%+25.7pp | 74.5%+21.7pp | 68.9%+27.2pp |
| Annual return | 13.43% | 18.03%-4.6pp | 147.54%-134.1pp | 26.06%-12.6pp |
| Employer contribution / active EE | $6,539 | $2,300+184.2% | $3,020+116.5% | $2,596+151.9% |
| Participant deferral / active EE | $4,469 | $3,923+13.9% | $4,887-8.6% | $4,274+4.6% |
| Admin fee / account holder | $6,041 | $11,100-45.6% | $14,289-57.7% | $7,775-22.3% |