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 | $189,511 | $101,763+86.2% | $164,866+14.9% | $80,874+134.3% |
| Participation rate | 87.9% | 71.8%+16.1pp | 78.6%+9.3pp | 67.6%+20.2pp |
| Annual return | 13.14% | 16.73%-3.6pp | 69.97%-56.8pp | 35.62%-22.5pp |
| Employer contribution / active EE | $6,811 | $2,954+130.5% | $4,343+56.8% | $2,756+147.2% |
| Participant deferral / active EE | $10,518 | $4,477+135.0% | $6,033+74.3% | $4,297+144.8% |
| Admin fee / account holder | $635 | $8,228-92.3% | $12,689-95.0% | $6,935-90.8% |