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 | $183,043 | $84,236+117.3% | $170,435+7.4% | $70,126+161.0% |
| Participation rate | 98.4% | 70.8%+27.6pp | 83.6%+14.8pp | 69.5%+28.8pp |
| Annual return | 17.48% | 23.06%-5.6pp | 205.94%-188.5pp | 73.15%-55.7pp |
| Employer contribution / active EE | $6,616 | $3,387+95.3% | $5,432+21.8% | $2,343+182.4% |
| Participant deferral / active EE | $3,429 | $3,086+11.1% | $4,939-30.6% | $3,332+2.9% |
| Admin fee / account holder | $2,980 | $5,698-47.7% | $13,881-78.5% | $4,645-35.9% |