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 | $165,065 | $93,617+76.3% | $135,982+21.4% | $75,177+119.6% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 67.2%+28.8pp |
| Annual return | 15.88% | 30.89%-15.0pp | 68.32%-52.4pp | 160.75%-144.9pp |
| Employer contribution / active EE | $9,272 | $3,538+162.0% | $4,859+90.8% | $2,671+247.1% |
| Participant deferral / active EE | $7,440 | $6,406+16.1% | $7,760-4.1% | $4,126+80.3% |
| Admin fee / account holder | $61,187 | $6,980+776.7% | $10,767+468.3% | $5,651+982.7% |