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 | $169,244 | $76,551+121.1% | $123,894+36.6% | $62,881+169.2% |
| Participation rate | 86.6% | 73.0%+13.6pp | 81.4%+5.2pp | 69.3%+17.3pp |
| Annual return | 9.29% | 18.68%-9.4pp | 47.52%-38.2pp | 20.14%-10.9pp |
| Employer contribution / active EE | $12,759 | $2,882+342.6% | $4,617+176.4% | $2,281+459.4% |
| Participant deferral / active EE | $9,959 | $4,840+105.8% | $5,984+66.4% | $3,203+210.9% |
| Admin fee / account holder | $4,928 | $4,826+2.1% | $8,357-41.0% | $4,296+14.7% |