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 | $177,759 | $58,627+203.2% | $76,735+131.7% | $82,448+115.6% |
| Participation rate | 87.5% | 63.2%+24.3pp | 69.5%+18.0pp | 68.1%+19.4pp |
| Annual return | 16.20% | 39.10%-22.9pp | 29.77%-13.6pp | 41.64%-25.4pp |
| Employer contribution / active EE | $5,088 | $1,729+194.2% | $2,454+107.3% | $2,551+99.4% |
| Participant deferral / active EE | $10,536 | $3,134+236.2% | $4,088+157.7% | $4,139+154.5% |
| Admin fee / account holder | $13,112 | $5,323+146.4% | $7,189+82.4% | $7,234+81.3% |