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 | $195,503 | $91,559+113.5% | $133,971+45.9% | $79,852+144.8% |
| Participation rate | 79.2% | 73.3%+5.8pp | 79.8%-0.7pp | 69.6%+9.5pp |
| Annual return | 23.09% | 61.85%-38.8pp | 45.09%-22.0pp | 31.72%-8.6pp |
| Employer contribution / active EE | $2,634 | $2,384+10.5% | $3,919-32.8% | $2,471+6.6% |
| Participant deferral / active EE | $5,251 | $3,734+40.6% | $5,047+4.0% | $3,740+40.4% |
| Admin fee / account holder | $16,391 | $6,321+159.3% | $8,929+83.6% | $5,306+208.9% |