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 | $155,638 | $91,179+70.7% | $178,499-12.8% | $79,852+94.9% |
| Participation rate | 80.8% | 69.2%+11.6pp | 81.9%-1.1pp | 69.6%+11.2pp |
| Annual return | 13.73% | 24.19%-10.5pp | 151.10%-137.4pp | 31.72%-18.0pp |
| Employer contribution / active EE | $8,227 | $3,256+152.7% | $5,011+64.2% | $2,471+232.9% |
| Participant deferral / active EE | $6,360 | $3,236+96.5% | $5,202+22.3% | $3,740+70.0% |
| Admin fee / account holder | $12,943 | $6,749+91.8% | $13,986-7.5% | $5,306+143.9% |