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 | $184,159 | $124,425+48.0% | $112,040+64.4% | $137,256+34.2% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.5%+16.4pp | 80.0%+12.9pp |
| Annual return | 13.91% | 24.72%-10.8pp | 24.52%-10.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $9,576 | $3,411+180.7% | $2,954+224.2% | $4,156+130.4% |
| Participant deferral / active EE | $9,297 | $5,718+62.6% | $5,098+82.4% | $6,407+45.1% |
| Admin fee / account holder | $25,093 | $15,207+65.0% | $12,098+107.4% | $12,270+104.5% |