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 | $201,107 | $70,486+185.3% | $100,528+100.1% | $79,852+151.9% |
| Participation rate | 95.3% | 73.6%+21.7pp | 79.4%+15.9pp | 69.6%+25.7pp |
| Annual return | 32.00% | 21.90%+10.1pp | 30.90%+1.1pp | 31.72%+0.3pp |
| Employer contribution / active EE | $7,154 | $2,165+230.5% | $3,419+109.3% | $2,471+189.5% |
| Participant deferral / active EE | $5,736 | $5,182+10.7% | $6,271-8.5% | $3,740+53.4% |
| Admin fee / account holder | $4,157 | $4,480-7.2% | $8,084-48.6% | $5,306-21.7% |