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 | $187,841 | $71,215+163.8% | $93,696+100.5% | $80,935+132.1% |
| Participation rate | 82.9% | 60.4%+22.5pp | 68.7%+14.2pp | 67.7%+15.3pp |
| Annual return | 11.71% | 11.27%+0.4pp | 133.74%-122.0pp | 35.66%-23.9pp |
| Employer contribution / active EE | $1,853 | $1,565+18.4% | $2,422-23.5% | $2,757-32.8% |
| Participant deferral / active EE | $7,492 | $4,037+85.6% | $4,417+69.6% | $4,299+74.2% |
| Admin fee / account holder | $16,091 | $6,958+131.3% | $8,287+94.2% | $6,924+132.4% |