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 | $193,233 | $77,638+148.9% | $156,551+23.4% | $62,881+207.3% |
| Participation rate | 92.0% | 71.2%+20.8pp | 84.0%+8.0pp | 69.3%+22.7pp |
| Annual return | 6.31% | 50.33%-44.0pp | 32.23%-25.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $5,817 | $3,444+68.9% | $5,501+5.7% | $2,281+155.0% |
| Participant deferral / active EE | $6,213 | $3,046+104.0% | $4,871+27.5% | $3,203+94.0% |
| Admin fee / account holder | $518 | $5,561-90.7% | $13,028-96.0% | $4,296-87.9% |