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 | $223,953 | $91,194+145.6% | $178,486+25.5% | $79,860+180.4% |
| Participation rate | 85.4% | 69.2%+16.2pp | 81.9%+3.5pp | 69.6%+15.8pp |
| Annual return | 14.31% | 24.19%-9.9pp | 151.08%-136.8pp | 31.72%-17.4pp |
| Employer contribution / active EE | $771 | $3,256-76.3% | $5,011-84.6% | $2,471-68.8% |
| Participant deferral / active EE | $5,866 | $3,236+81.2% | $5,202+12.8% | $3,740+56.8% |
| Admin fee / account holder | $6,871 | $6,751+1.8% | $13,985-50.9% | $5,306+29.5% |