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 | $191,991 | $81,358+136.0% | $155,556+23.4% | $80,959+137.1% |
| Participation rate | 84.6% | 66.3%+18.4pp | 78.2%+6.4pp | 67.7%+16.9pp |
| Annual return | 12.45% | 33.39%-20.9pp | 64.84%-52.4pp | 35.67%-23.2pp |
| Employer contribution / active EE | $8,194 | $3,106+163.8% | $4,675+75.3% | $2,757+197.2% |
| Participant deferral / active EE | $5,902 | $3,455+70.8% | $5,631+4.8% | $4,300+37.2% |
| Admin fee / account holder | $1,270 | $7,994-84.1% | $15,885-92.0% | $6,925-81.7% |