Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $243,477 | $100,970+141.1% | $96,576+152.1% | $137,256+77.4% |
| Participation rate | 95.5% | 82.6%+12.8pp | 81.4%+14.0pp | 80.0%+15.5pp |
| Annual return | 14.68% | 38.16%-23.5pp | 38.47%-23.8pp | 220.34%-205.7pp |
| Employer contribution / active EE | $7,692 | $3,809+101.9% | $3,553+116.5% | $4,156+85.1% |
| Participant deferral / active EE | $5,630 | $8,286-32.1% | $7,956-29.2% | $6,407-12.1% |
| Admin fee / account holder | $2,299 | $11,312-79.7% | $11,381-79.8% | $12,270-81.3% |