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 | $246,636 | $91,198+170.4% | $178,503+38.2% | $79,856+208.9% |
| Participation rate | 81.6% | 69.2%+12.4pp | 81.9%-0.4pp | 69.6%+11.9pp |
| Annual return | 19.71% | 24.20%-4.5pp | 151.12%-131.4pp | 31.71%-12.0pp |
| Employer contribution / active EE | $7,515 | $3,257+130.8% | $5,011+50.0% | $2,471+204.1% |
| Participant deferral / active EE | $6,965 | $3,237+115.2% | $5,202+33.9% | $3,741+86.2% |
| Admin fee / account holder | $1,954 | $6,748-71.0% | $13,987-86.0% | $5,306-63.2% |