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 | $196,426 | $106,749+84.0% | $145,433+35.1% | $82,448+138.2% |
| Participation rate | 97.6% | 75.6%+22.0pp | 82.1%+15.5pp | 68.1%+29.6pp |
| Annual return | 16.26% | 27.59%-11.3pp | 66.58%-50.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $7,056 | $3,444+104.9% | $4,554+54.9% | $2,551+176.6% |
| Participant deferral / active EE | $16,278 | $6,519+149.7% | $7,897+106.1% | $4,139+293.3% |
| Admin fee / account holder | $3,857 | $8,390-54.0% | $13,129-70.6% | $7,234-46.7% |