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 | $195,063 | $76,551+154.8% | $123,894+57.4% | $62,881+210.2% |
| Participation rate | 98.0% | 73.0%+25.0pp | 81.4%+16.6pp | 69.3%+28.7pp |
| Annual return | 13.82% | 18.68%-4.9pp | 47.52%-33.7pp | 20.14%-6.3pp |
| Employer contribution / active EE | $9,602 | $2,882+233.1% | $4,617+108.0% | $2,281+321.0% |
| Participant deferral / active EE | $9,191 | $4,840+89.9% | $5,984+53.6% | $3,203+186.9% |
| Admin fee / account holder | $3,453 | $4,826-28.4% | $8,357-58.7% | $4,296-19.6% |