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 | $182,435 | $73,940+146.7% | $96,496+89.1% | $75,173+142.7% |
| Participation rate | 96.0% | 66.4%+29.6pp | 74.3%+21.7pp | 67.2%+28.8pp |
| Annual return | 13.21% | 26.71%-13.5pp | 35.70%-22.5pp | 160.65%-147.4pp |
| Employer contribution / active EE | $9,622 | $2,929+228.5% | $3,738+157.4% | $2,670+260.3% |
| Participant deferral / active EE | $7,920 | $3,659+116.5% | $4,879+62.3% | $4,126+92.0% |
| Admin fee / account holder | $9,027 | $5,216+73.1% | $6,731+34.1% | $5,651+59.7% |