Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $212,088 | $87,132+143.4% | $105,624+100.8% | $80,959+162.0% |
| Participation rate | 75.9% | 70.4%+5.4pp | 75.3%+0.6pp | 67.7%+8.2pp |
| Annual return | 13.98% | 17.03%-3.0pp | 116.20%-102.2pp | 35.67%-21.7pp |
| Employer contribution / active EE | $3,115 | $2,397+29.9% | $3,168-1.7% | $2,757+13.0% |
| Participant deferral / active EE | $5,780 | $3,985+45.0% | $5,013+15.3% | $4,300+34.4% |
| Admin fee / account holder | $53,791 | $8,449+536.7% | $10,961+390.7% | $6,925+676.7% |