Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $207,213 | $106,524+94.5% | $152,301+36.1% | $87,485+136.9% |
| Participation rate | 93.0% | 75.8%+17.3pp | 82.4%+10.6pp | 68.9%+24.1pp |
| Annual return | 14.06% | 26.89%-12.8pp | 80.50%-66.4pp | 26.06%-12.0pp |
| Employer contribution / active EE | $3,918 | $3,371+16.2% | $4,624-15.3% | $2,596+50.9% |
| Participant deferral / active EE | $9,889 | $6,525+51.6% | $8,004+23.6% | $4,274+131.4% |
| Admin fee / account holder | $1,900 | $8,287-77.1% | $14,398-86.8% | $7,775-75.6% |