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 | $234,731 | $84,953+176.3% | $163,379+43.7% | $82,637+184.0% |
| Participation rate | 80.8% | 65.9%+14.8pp | 76.8%+3.9pp | 68.1%+12.7pp |
| Annual return | 15.16% | 23.07%-7.9pp | 63.41%-48.2pp | 53.51%-38.3pp |
| Employer contribution / active EE | $1,954 | $2,183-10.5% | $3,752-47.9% | $2,552-23.4% |
| Participant deferral / active EE | $10,072 | $4,326+132.8% | $6,282+60.3% | $4,126+144.1% |
| Admin fee / account holder | $2,557 | $7,921-67.7% | $9,818-74.0% | $7,339-65.2% |