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 | $162,012 | $91,198+77.6% | $178,503-9.2% | $79,856+102.9% |
| Participation rate | 96.2% | 69.2%+26.9pp | 81.9%+14.2pp | 69.6%+26.5pp |
| Annual return | 17.69% | 24.20%-6.5pp | 151.12%-133.4pp | 31.71%-14.0pp |
| Employer contribution / active EE | $8,467 | $3,257+160.0% | $5,011+69.0% | $2,471+242.6% |
| Participant deferral / active EE | $7,190 | $3,237+122.1% | $5,202+38.2% | $3,741+92.2% |
| Admin fee / account holder | $905 | $6,748-86.6% | $13,987-93.5% | $5,306-83.0% |