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 | $228,542 | $81,504+180.4% | $102,437+123.1% | $80,959+182.3% |
| Participation rate | 84.3% | 66.9%+17.4pp | 74.5%+9.8pp | 67.7%+16.6pp |
| Annual return | 16.62% | 25.60%-9.0pp | 24.95%-8.3pp | 35.67%-19.0pp |
| Employer contribution / active EE | $2,445 | $3,104-21.2% | $3,871-36.8% | $2,757-11.3% |
| Participant deferral / active EE | $5,376 | $3,871+38.9% | $5,060+6.2% | $4,300+25.0% |
| Admin fee / account holder | $11,820 | $6,719+75.9% | $8,388+40.9% | $6,925+70.7% |