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 | $181,460 | $101,950+78.0% | $125,529+44.6% | $86,983+108.6% |
| Participation rate | 78.3% | 70.2%+8.1pp | 74.7%+3.5pp | 69.5%+8.7pp |
| Annual return | 22.54% | 18.29%+4.2pp | 202.56%-180.0pp | 25.83%-3.3pp |
| Employer contribution / active EE | $4,272 | $2,358+81.2% | $3,058+39.7% | $2,584+65.3% |
| Participant deferral / active EE | $6,109 | $3,862+58.2% | $4,813+26.9% | $4,194+45.7% |
| Admin fee / account holder | $15,908 | $12,791+24.4% | $16,298-2.4% | $7,856+102.5% |