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 | $240,990 | $57,590+318.5% | $86,233+179.5% | $82,448+192.3% |
| Participation rate | 97.8% | 57.9%+39.9pp | 69.0%+28.8pp | 68.1%+29.7pp |
| Annual return | 17.99% | 22.41%-4.4pp | 61.39%-43.4pp | 41.64%-23.6pp |
| Employer contribution / active EE | $8,126 | $1,655+390.9% | $2,504+224.5% | $2,551+218.5% |
| Participant deferral / active EE | $13,275 | $3,080+331.0% | $4,559+191.2% | $4,139+220.7% |
| Admin fee / account holder | $10,751 | $4,730+127.3% | $8,342+28.9% | $7,234+48.6% |