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 | $223,514 | $87,834+154.5% | $133,975+66.8% | $62,881+255.5% |
| Participation rate | 87.2% | 83.4%+3.8pp | 87.1%+0.1pp | 69.3%+17.9pp |
| Annual return | 9.49% | 12.05%-2.6pp | 29.29%-19.8pp | 20.14%-10.7pp |
| Employer contribution / active EE | $4,442 | $3,482+27.6% | $5,211-14.8% | $2,281+94.8% |
| Participant deferral / active EE | $14,327 | $4,812+197.7% | $6,282+128.1% | $3,203+347.3% |
| Admin fee / account holder | $4,664 | $5,372-13.2% | $9,324-50.0% | $4,296+8.6% |