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 | $247,544 | $81,276+204.6% | $155,574+59.1% | $80,925+205.9% |
| Participation rate | 73.9% | 66.2%+7.7pp | 78.2%-4.3pp | 67.7%+6.3pp |
| Annual return | 13.00% | 33.36%-20.4pp | 64.87%-51.9pp | 35.65%-22.6pp |
| Employer contribution / active EE | $5,072 | $3,103+63.4% | $4,676+8.5% | $2,756+84.0% |
| Participant deferral / active EE | $3,220 | $3,453-6.7% | $5,629-42.8% | $4,299-25.1% |
| Admin fee / account holder | $4,538 | $7,993-43.2% | $15,914-71.5% | $6,940-34.6% |