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 | $174,222 | $77,908+123.6% | $149,696+16.4% | $75,173+131.8% |
| Participation rate | 76.1% | 65.6%+10.6pp | 78.8%-2.6pp | 67.2%+8.9pp |
| Annual return | 16.17% | 31.73%-15.6pp | 134.46%-118.3pp | 160.72%-144.5pp |
| Employer contribution / active EE | $6,732 | $3,138+114.6% | $4,821+39.7% | $2,671+152.1% |
| Participant deferral / active EE | $6,356 | $3,411+86.3% | $5,682+11.9% | $4,126+54.0% |
| Admin fee / account holder | $10,942 | $5,950+83.9% | $13,212-17.2% | $5,651+93.6% |