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 | $181,782 | $115,931+56.8% | $185,441-2.0% | $86,983+109.0% |
| Participation rate | 96.4% | 73.6%+22.8pp | 80.3%+16.2pp | 69.5%+26.9pp |
| Annual return | 15.93% | 21.47%-5.5pp | 20.16%-4.2pp | 25.83%-9.9pp |
| Employer contribution / active EE | $5,313 | $2,937+80.9% | $4,672+13.7% | $2,584+105.6% |
| Participant deferral / active EE | $13,000 | $4,551+185.7% | $6,152+111.3% | $4,194+210.0% |
| Admin fee / account holder | $20,091 | $10,687+88.0% | $17,890+12.3% | $7,856+155.8% |