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 | $172,524 | $77,920+121.4% | $149,723+15.2% | $75,177+129.5% |
| Participation rate | 93.3% | 65.6%+27.8pp | 78.8%+14.6pp | 67.2%+26.1pp |
| Annual return | 20.15% | 31.72%-11.6pp | 134.50%-114.3pp | 160.75%-140.6pp |
| Employer contribution / active EE | $6,168 | $3,138+96.5% | $4,821+27.9% | $2,671+130.9% |
| Participant deferral / active EE | $4,953 | $3,411+45.2% | $5,682-12.8% | $4,126+20.0% |
| Admin fee / account holder | $12,785 | $5,951+114.8% | $13,215-3.3% | $5,651+126.2% |