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 | $178,297 | $59,440+200.0% | $78,004+128.6% | $82,637+115.8% |
| Participation rate | 84.4% | 62.8%+21.6pp | 69.4%+14.9pp | 68.1%+16.3pp |
| Annual return | 18.03% | 40.24%-22.2pp | 31.07%-13.0pp | 53.51%-35.5pp |
| Employer contribution / active EE | $5,352 | $1,750+205.8% | $2,469+116.8% | $2,552+109.7% |
| Participant deferral / active EE | $11,736 | $3,138+274.0% | $4,092+186.8% | $4,126+184.4% |
| Admin fee / account holder | $1,089 | $5,504-80.2% | $7,578-85.6% | $7,339-85.2% |