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 | $164,515 | $78,428+109.8% | $95,960+71.4% | $79,852+106.0% |
| Participation rate | 86.1% | 73.5%+12.6pp | 77.1%+9.0pp | 69.6%+16.5pp |
| Annual return | 19.67% | 19.37%+0.3pp | 91.63%-72.0pp | 31.72%-12.1pp |
| Employer contribution / active EE | $3,254 | $1,945+67.3% | $2,541+28.1% | $2,471+31.7% |
| Participant deferral / active EE | $9,237 | $3,440+168.5% | $4,167+121.7% | $3,740+147.0% |
| Admin fee / account holder | $4,637 | $5,622-17.5% | $6,797-31.8% | $5,306-12.6% |