Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $242,259 | $182,442+32.8% | $163,379+48.3% | $138,895+74.4% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.8%+15.5pp | 79.9%+12.4pp |
| Annual return | 13.45% | 72.74%-59.3pp | 63.41%-50.0pp | 145.39%-131.9pp |
| Employer contribution / active EE | $4,777 | $4,159+14.9% | $3,752+27.3% | $4,194+13.9% |
| Participant deferral / active EE | $10,771 | $6,817+58.0% | $6,282+71.5% | $6,396+68.4% |
| Admin fee / account holder | $5,242 | $10,396-49.6% | $9,818-46.6% | $12,562-58.3% |