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 | $185,840 | $81,276+128.7% | $155,574+19.5% | $80,925+129.6% |
| Participation rate | 72.7% | 66.2%+6.5pp | 78.2%-5.5pp | 67.7%+5.1pp |
| Annual return | 10.69% | 33.36%-22.7pp | 64.87%-54.2pp | 35.65%-25.0pp |
| Employer contribution / active EE | $4,912 | $3,103+58.3% | $4,676+5.0% | $2,756+78.2% |
| Participant deferral / active EE | $5,004 | $3,453+44.9% | $5,629-11.1% | $4,299+16.4% |
| Admin fee / account holder | $4,411 | $7,993-44.8% | $15,914-72.3% | $6,940-36.4% |