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 | $172,158 | $93,598+83.9% | $135,974+26.6% | $75,173+129.0% |
| Participation rate | 94.6% | 75.2%+19.4pp | 81.9%+12.7pp | 67.2%+27.4pp |
| Annual return | 22.77% | 30.89%-8.1pp | 68.30%-45.5pp | 160.72%-137.9pp |
| Employer contribution / active EE | $3,925 | $3,538+11.0% | $4,859-19.2% | $2,671+47.0% |
| Participant deferral / active EE | $10,400 | $6,405+62.4% | $7,760+34.0% | $4,126+152.0% |
| Admin fee / account holder | $15,783 | $6,978+126.2% | $10,767+46.6% | $5,651+179.3% |