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 | $181,314 | $84,236+115.2% | $170,435+6.4% | $70,126+158.6% |
| Participation rate | 96.3% | 70.8%+25.5pp | 83.6%+12.7pp | 69.5%+26.8pp |
| Annual return | 18.49% | 23.06%-4.6pp | 205.94%-187.4pp | 73.15%-54.7pp |
| Employer contribution / active EE | $7,365 | $3,387+117.4% | $5,432+35.6% | $2,343+214.4% |
| Participant deferral / active EE | $4,843 | $3,086+57.0% | $4,939-1.9% | $3,332+45.4% |
| Admin fee / account holder | $1,658 | $5,698-70.9% | $13,881-88.1% | $4,645-64.3% |