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 | $172,245 | $63,764+170.1% | $81,926+110.2% | $79,858+115.7% |
| Participation rate | 80.0% | 67.5%+12.5pp | 72.0%+8.0pp | 69.6%+10.4pp |
| Annual return | 13.49% | 22.66%-9.2pp | 29.49%-16.0pp | 31.72%-18.2pp |
| Employer contribution / active EE | $6,168 | $1,795+243.5% | $4,310+43.1% | $2,471+149.6% |
| Participant deferral / active EE | $9,152 | $2,780+229.2% | $7,108+28.8% | $3,740+144.7% |
| Admin fee / account holder | $21,673 | $4,426+389.6% | $5,159+320.1% | $5,306+308.5% |