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 | $225,714 | $97,289+132.0% | $92,805+143.2% | $155,188+45.4% |
| Participation rate | 78.3% | 84.2%-5.9pp | 83.5%-5.2pp | 80.8%-2.5pp |
| Annual return | 14.86% | 29.03%-14.2pp | 31.59%-16.7pp | 148.84%-134.0pp |
| Employer contribution / active EE | $7,820 | $3,632+115.3% | $3,424+128.4% | $4,248+84.1% |
| Participant deferral / active EE | $4,332 | $8,795-50.7% | $8,448-48.7% | $6,531-33.7% |
| Admin fee / account holder | $17,848 | $12,015+48.5% | $10,911+63.6% | $14,480+23.3% |