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 | $232,240 | $58,311+298.3% | $81,882+183.6% | $80,959+186.9% |
| Participation rate | 91.2% | 63.5%+27.7pp | 72.4%+18.8pp | 67.7%+23.6pp |
| Annual return | 13.99% | 41.85%-27.9pp | 779.47%-765.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $3,608 | $2,347+53.8% | $2,916+23.7% | $2,757+30.9% |
| Participant deferral / active EE | $11,000 | $3,287+234.6% | $4,323+154.4% | $4,300+155.8% |
| Admin fee / account holder | $7,606 | $4,752+60.0% | $7,360+3.3% | $6,925+9.8% |