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 | $185,056 | $77,908+137.5% | $149,696+23.6% | $75,173+146.2% |
| Participation rate | 83.7% | 65.6%+18.1pp | 78.8%+4.9pp | 67.2%+16.5pp |
| Annual return | 15.12% | 31.73%-16.6pp | 134.46%-119.3pp | 160.72%-145.6pp |
| Employer contribution / active EE | $7,669 | $3,138+144.4% | $4,821+59.1% | $2,671+187.1% |
| Participant deferral / active EE | $5,664 | $3,411+66.1% | $5,682-0.3% | $4,126+37.3% |
| Admin fee / account holder | $2,907 | $5,950-51.1% | $13,212-78.0% | $5,651-48.6% |