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 | $176,447 | $101,795+73.3% | $165,100+6.9% | $80,959+117.9% |
| Participation rate | 73.1% | 71.8%+1.3pp | 78.6%-5.5pp | 67.7%+5.4pp |
| Annual return | 11.14% | 16.73%-5.6pp | 70.21%-59.1pp | 35.67%-24.5pp |
| Employer contribution / active EE | $6,667 | $2,954+125.7% | $4,348+53.3% | $2,757+141.8% |
| Participant deferral / active EE | $5,320 | $4,476+18.9% | $6,035-11.9% | $4,300+23.7% |
| Admin fee / account holder | $11,703 | $8,221+42.4% | $12,696-7.8% | $6,925+69.0% |