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 | $229,661 | $65,367+251.3% | $92,915+147.2% | $72,976+214.7% |
| Participation rate | 79.3% | 68.3%+11.0pp | 76.0%+3.3pp | 69.5%+9.8pp |
| Annual return | 20.89% | 42.11%-21.2pp | 109.45%-88.6pp | 81.02%-60.1pp |
| Employer contribution / active EE | $18,804 | $2,594+625.0% | $3,653+414.7% | $2,440+670.6% |
| Participant deferral / active EE | $3,404 | $3,128+8.8% | $4,238-19.7% | $3,608-5.6% |
| Admin fee / account holder | $1,924 | $4,251-54.8% | $5,796-66.8% | $5,124-62.5% |