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 | $190,184 | $94,031+102.3% | $115,768+64.3% | $82,448+130.7% |
| Participation rate | 97.6% | 70.4%+27.1pp | 74.4%+23.2pp | 68.1%+29.5pp |
| Annual return | 18.90% | 20.61%-1.7pp | 100.46%-81.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $24,605 | $2,323+959.0% | $2,940+737.0% | $2,551+864.6% |
| Participant deferral / active EE | $5,950 | $3,972+49.8% | $4,917+21.0% | $4,139+43.8% |
| Admin fee / account holder | $26,580 | $10,249+159.3% | $12,439+113.7% | $7,234+267.4% |