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 | $168,428 | $60,442+178.7% | $96,754+74.1% | $87,485+92.5% |
| Participation rate | 97.8% | 58.7%+39.1pp | 70.3%+27.6pp | 68.9%+28.9pp |
| Annual return | 18.50% | 21.97%-3.5pp | 82.04%-63.5pp | 26.06%-7.6pp |
| Employer contribution / active EE | $8,180 | $1,691+383.8% | $2,679+205.3% | $2,596+215.1% |
| Participant deferral / active EE | $12,019 | $3,280+266.4% | $4,758+152.6% | $4,274+181.2% |
| Admin fee / account holder | $6,277 | $5,069+23.8% | $8,905-29.5% | $7,775-19.3% |