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 | $164,421 | $94,031+74.9% | $115,768+42.0% | $82,448+99.4% |
| Participation rate | 94.9% | 70.4%+24.5pp | 74.4%+20.5pp | 68.1%+26.8pp |
| Annual return | 16.37% | 20.61%-4.2pp | 100.46%-84.1pp | 41.64%-25.3pp |
| Employer contribution / active EE | $7,479 | $2,323+221.9% | $2,940+154.4% | $2,551+193.2% |
| Participant deferral / active EE | $5,377 | $3,972+35.4% | $4,917+9.4% | $4,139+29.9% |
| Admin fee / account holder | $4,913 | $10,249-52.1% | $12,439-60.5% | $7,234-32.1% |