Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $198,951 | $106,524+86.8% | $152,301+30.6% | $87,485+127.4% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.4%+16.3pp | 68.9%+29.8pp |
| Annual return | 23.79% | 26.89%-3.1pp | 80.50%-56.7pp | 26.06%-2.3pp |
| Employer contribution / active EE | $19,919 | $3,371+490.8% | $4,624+330.7% | $2,596+667.2% |
| Participant deferral / active EE | $16,435 | $6,525+151.9% | $8,004+105.3% | $4,274+284.6% |
| Admin fee / account holder | $12,348 | $8,287+49.0% | $14,398-14.2% | $7,775+58.8% |