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 | $185,837 | $89,370+107.9% | $141,197+31.6% | $72,976+154.7% |
| Participation rate | 93.3% | 75.1%+18.2pp | 82.5%+10.9pp | 69.5%+23.8pp |
| Annual return | 22.63% | 111.88%-89.2pp | 71.41%-48.8pp | 81.02%-58.4pp |
| Employer contribution / active EE | $9,714 | $3,115+211.8% | $4,736+105.1% | $2,440+298.1% |
| Participant deferral / active EE | $9,312 | $5,419+71.8% | $6,710+38.8% | $3,608+158.1% |
| Admin fee / account holder | $16,435 | $5,957+175.9% | $10,265+60.1% | $5,124+220.7% |