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 | $178,434 | $111,535+60.0% | $105,223+69.6% | $137,256+30.0% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 15.40% | 237.85%-222.5pp | 180.65%-165.3pp | 220.34%-204.9pp |
| Employer contribution / active EE | $25,970 | $3,939+559.2% | $3,689+604.1% | $4,156+524.9% |
| Participant deferral / active EE | $17,649 | $5,500+220.9% | $5,072+248.0% | $6,407+175.5% |
| Admin fee / account holder | $9,429 | $9,721-3.0% | $8,859+6.4% | $12,270-23.2% |