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 | $172,376 | $89,370+92.9% | $141,197+22.1% | $72,976+136.2% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 25.05% | 111.88%-86.8pp | 71.41%-46.4pp | 81.02%-56.0pp |
| Employer contribution / active EE | $4,920 | $3,115+58.0% | $4,736+3.9% | $2,440+101.6% |
| Participant deferral / active EE | $10,563 | $5,419+94.9% | $6,710+57.4% | $3,608+192.8% |
| Admin fee / account holder | $1,448 | $5,957-75.7% | $10,265-85.9% | $5,124-71.7% |