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 | $202,314 | $81,331+148.8% | $155,534+30.1% | $80,935+150.0% |
| Participation rate | 75.5% | 66.3%+9.3pp | 78.2%-2.7pp | 67.7%+7.8pp |
| Annual return | 14.70% | 33.37%-18.7pp | 64.92%-50.2pp | 35.66%-21.0pp |
| Employer contribution / active EE | $5,976 | $3,105+92.5% | $4,675+27.8% | $2,757+116.8% |
| Participant deferral / active EE | $6,013 | $3,454+74.1% | $5,630+6.8% | $4,299+39.8% |
| Admin fee / account holder | $746 | $7,999-90.7% | $15,900-95.3% | $6,924-89.2% |