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 | $209,917 | $86,949+141.4% | $102,460+104.9% | $80,959+159.3% |
| Participation rate | 96.9% | 72.4%+24.5pp | 76.5%+20.4pp | 67.7%+29.2pp |
| Annual return | 14.01% | 18.89%-4.9pp | 29.47%-15.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $2,479 | $2,370+4.6% | $3,025-18.1% | $2,757-10.1% |
| Participant deferral / active EE | $9,551 | $4,121+131.8% | $5,056+88.9% | $4,300+122.1% |
| Admin fee / account holder | $17,557 | $8,048+118.2% | $9,460+85.6% | $6,925+153.5% |