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 | $179,970 | $78,707+128.7% | $117,861+52.7% | $70,126+156.6% |
| Participation rate | 95.5% | 73.2%+22.3pp | 79.7%+15.8pp | 69.5%+25.9pp |
| Annual return | 14.61% | 23.30%-8.7pp | 335.11%-320.5pp | 73.15%-58.5pp |
| Employer contribution / active EE | $3,267 | $2,223+46.9% | $3,786-13.7% | $2,343+39.5% |
| Participant deferral / active EE | $4,736 | $3,297+43.6% | $4,482+5.7% | $3,332+42.2% |
| Admin fee / account holder | $2,779 | $5,066-45.1% | $8,021-65.4% | $4,645-40.2% |