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 | $196,055 | $101,778+92.6% | $164,975+18.8% | $80,925+142.3% |
| Participation rate | 92.3% | 71.8%+20.5pp | 78.6%+13.7pp | 67.7%+24.6pp |
| Annual return | 18.95% | 16.73%+2.2pp | 70.12%-51.2pp | 35.65%-16.7pp |
| Employer contribution / active EE | $13,166 | $2,954+345.7% | $4,343+203.2% | $2,756+377.7% |
| Participant deferral / active EE | $4,393 | $4,477-1.9% | $6,033-27.2% | $4,299+2.2% |
| Admin fee / account holder | $5,147 | $8,221-37.4% | $12,688-59.4% | $6,940-25.8% |