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 | $169,513 | $91,559+85.1% | $133,978+26.5% | $79,856+112.3% |
| Participation rate | 96.7% | 73.3%+23.3pp | 79.8%+16.8pp | 69.6%+27.0pp |
| Annual return | 12.16% | 61.85%-49.7pp | 45.10%-32.9pp | 31.71%-19.5pp |
| Employer contribution / active EE | $4,598 | $2,384+92.9% | $3,919+17.3% | $2,471+86.1% |
| Participant deferral / active EE | $8,602 | $3,734+130.4% | $5,047+70.4% | $3,741+130.0% |
| Admin fee / account holder | $13,961 | $6,321+120.9% | $8,930+56.3% | $5,306+163.1% |