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 | $180,518 | $114,013+58.3% | $103,693+74.1% | $155,188+16.3% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.2pp | 80.8%+8.1pp |
| Annual return | 12.47% | 49.31%-36.8pp | 47.61%-35.1pp | 148.84%-136.4pp |
| Employer contribution / active EE | $6,370 | $3,131+103.4% | $2,920+118.1% | $4,248+50.0% |
| Participant deferral / active EE | $8,848 | $4,970+78.0% | $4,579+93.2% | $6,531+35.5% |
| Admin fee / account holder | $40,091 | $8,407+376.9% | $7,858+410.2% | $14,480+176.9% |