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 | $219,666 | $67,606+224.9% | $82,313+166.9% | $70,131+213.2% |
| Participation rate | 96.5% | 72.8%+23.7pp | 76.9%+19.6pp | 69.5%+26.9pp |
| Annual return | 19.26% | 21.57%-2.3pp | 25.88%-6.6pp | 73.14%-53.9pp |
| Employer contribution / active EE | $2,314 | $1,755+31.9% | $2,428-4.7% | $2,342-1.2% |
| Participant deferral / active EE | $4,959 | $2,987+66.0% | $3,706+33.8% | $3,332+48.8% |
| Admin fee / account holder | $16,348 | $4,512+262.3% | $5,608+191.5% | $4,645+251.9% |