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 | $241,193 | $115,225+109.3% | $100,712+139.5% | $138,895+73.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 13.02% | 40.35%-27.3pp | 33.27%-20.2pp | 145.39%-132.4pp |
| Employer contribution / active EE | $2,112 | $2,771-23.8% | $2,313-8.7% | $4,194-49.7% |
| Participant deferral / active EE | $7,824 | $4,699+66.5% | $4,085+91.5% | $6,396+22.3% |
| Admin fee / account holder | $2,091 | $10,844-80.7% | $9,256-77.4% | $12,562-83.4% |