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 | $203,466 | $72,269+181.5% | $101,271+100.9% | $79,852+154.8% |
| Participation rate | 90.5% | 68.5%+22.0pp | 75.8%+14.7pp | 69.6%+20.8pp |
| Annual return | 17.38% | 22.29%-4.9pp | 46.48%-29.1pp | 31.72%-14.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,593 | $3,282+131.4% | $4,371+73.7% | $3,740+103.0% |
| Admin fee / account holder | $26,144 | $4,401+494.0% | $5,948+339.6% | $5,306+392.7% |