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 | $163,746 | $102,429+59.9% | $147,096+11.3% | $80,925+102.3% |
| Participation rate | 87.1% | 75.9%+11.3pp | 82.2%+5.0pp | 67.7%+19.5pp |
| Annual return | 15.78% | 135.02%-119.2pp | 419.75%-404.0pp | 35.65%-19.9pp |
| Employer contribution / active EE | $6,639 | $3,716+78.7% | $4,936+34.5% | $2,756+140.9% |
| Participant deferral / active EE | $9,430 | $6,649+41.8% | $8,071+16.8% | $4,299+119.4% |
| Admin fee / account holder | $17,737 | $7,957+122.9% | $13,005+36.4% | $6,940+155.6% |