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 | $181,587 | $93,345+94.5% | $119,126+52.4% | $87,485+107.6% |
| Participation rate | 89.3% | 68.7%+20.5pp | 75.8%+13.5pp | 68.9%+20.4pp |
| Annual return | 13.76% | 19.08%-5.3pp | 282.11%-268.3pp | 26.06%-12.3pp |
| Employer contribution / active EE | $11,365 | $3,172+258.3% | $4,034+181.8% | $2,596+337.8% |
| Participant deferral / active EE | $3,449 | $4,099-15.8% | $5,318-35.1% | $4,274-19.3% |
| Admin fee / account holder | $42,892 | $8,039+433.6% | $10,693+301.1% | $7,775+451.7% |