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 | $171,504 | $77,817+120.4% | $123,553+38.8% | $64,173+167.3% |
| Participation rate | 85.7% | 74.7%+11.0pp | 82.3%+3.4pp | 69.6%+16.1pp |
| Annual return | 7.28% | 12.49%-5.2pp | 119.21%-111.9pp | 7.63%-0.4pp |
| Employer contribution / active EE | $8,131 | $3,014+169.8% | $4,628+75.7% | $2,381+241.5% |
| Participant deferral / active EE | $9,270 | $5,240+76.9% | $6,426+44.3% | $3,470+167.2% |
| Admin fee / account holder | $15,216 | $5,519+175.7% | $9,284+63.9% | $4,887+211.3% |