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 | $137,235 | $64,920+111.4% | $103,693+32.3% | $86,983+57.8% |
| Participation rate | 91.2% | 63.6%+27.6pp | 72.6%+18.5pp | 69.5%+21.6pp |
| Annual return | 16.78% | 30.29%-13.5pp | 47.61%-30.8pp | 25.83%-9.0pp |
| Employer contribution / active EE | $6,033 | $2,141+181.8% | $2,920+106.6% | $2,584+133.4% |
| Participant deferral / active EE | $8,777 | $3,241+170.8% | $4,579+91.7% | $4,194+109.3% |
| Admin fee / account holder | $12,178 | $6,191+96.7% | $7,858+55.0% | $7,856+55.0% |