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 | $159,872 | $100,970+58.3% | $96,576+65.5% | $137,256+16.5% |
| Participation rate | 90.0% | 82.6%+7.4pp | 81.4%+8.6pp | 80.0%+10.0pp |
| Annual return | 13.33% | 38.16%-24.8pp | 38.47%-25.1pp | 220.34%-207.0pp |
| Employer contribution / active EE | $7,794 | $3,809+104.6% | $3,553+119.4% | $4,156+87.5% |
| Participant deferral / active EE | $20,342 | $8,286+145.5% | $7,956+155.7% | $6,407+217.5% |
| Admin fee / account holder | $31,536 | $11,312+178.8% | $11,381+177.1% | $12,270+157.0% |