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 | $185,573 | $71,197+160.6% | $93,669+98.1% | $80,925+129.3% |
| Participation rate | 85.2% | 60.4%+24.8pp | 68.7%+16.5pp | 67.7%+17.5pp |
| Annual return | 13.22% | 11.27%+2.0pp | 133.59%-120.4pp | 35.65%-22.4pp |
| Employer contribution / active EE | $9,783 | $1,565+525.2% | $2,424+303.7% | $2,756+254.9% |
| Participant deferral / active EE | $6,159 | $4,036+52.6% | $4,416+39.5% | $4,299+43.3% |
| Admin fee / account holder | $3,009 | $6,959-56.8% | $8,291-63.7% | $6,940-56.6% |