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 | $173,748 | $76,551+127.0% | $123,894+40.2% | $62,881+176.3% |
| Participation rate | 97.0% | 73.0%+24.0pp | 81.4%+15.6pp | 69.3%+27.7pp |
| Annual return | 7.30% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,453 | $2,882-14.9% | $4,617-46.9% | $2,281+7.5% |
| Participant deferral / active EE | $8,194 | $4,840+69.3% | $5,984+36.9% | $3,203+155.8% |
| Admin fee / account holder | $19,166 | $4,826+297.2% | $8,357+129.3% | $4,296+346.2% |