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 | $184,176 | $85,171+116.2% | $172,753+6.6% | $72,976+152.4% |
| Participation rate | 81.8% | 70.1%+11.8pp | 82.6%-0.8pp | 69.5%+12.3pp |
| Annual return | 22.29% | 27.32%-5.0pp | 803.00%-780.7pp | 81.02%-58.7pp |
| Employer contribution / active EE | $4,025 | $3,324+21.1% | $5,144-21.7% | $2,440+65.0% |
| Participant deferral / active EE | $8,133 | $3,260+149.5% | $5,198+56.5% | $3,608+125.4% |
| Admin fee / account holder | $2,011 | $5,880-65.8% | $13,956-85.6% | $5,124-60.8% |