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 | $166,362 | $85,766+94.0% | $136,297+22.1% | $70,124+137.2% |
| Participation rate | 95.8% | 74.2%+21.6pp | 81.9%+13.9pp | 69.5%+26.2pp |
| Annual return | 17.36% | 31.45%-14.1pp | 5156.19%-5138.8pp | 73.14%-55.8pp |
| Employer contribution / active EE | $5,959 | $2,966+100.9% | $4,696+26.9% | $2,342+154.4% |
| Participant deferral / active EE | $8,314 | $5,051+64.6% | $6,247+33.1% | $3,332+149.5% |
| Admin fee / account holder | $6,052 | $5,420+11.7% | $9,244-34.5% | $4,645+30.3% |