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 | $186,512 | $81,276+129.5% | $155,574+19.9% | $80,925+130.5% |
| Participation rate | 98.6% | 66.2%+32.4pp | 78.2%+20.4pp | 67.7%+31.0pp |
| Annual return | 11.70% | 33.36%-21.7pp | 64.87%-53.2pp | 35.65%-24.0pp |
| Employer contribution / active EE | $8,591 | $3,103+176.9% | $4,676+83.7% | $2,756+211.7% |
| Participant deferral / active EE | $1,481 | $3,453-57.1% | $5,629-73.7% | $4,299-65.6% |
| Admin fee / account holder | $10,577 | $7,993+32.3% | $15,914-33.5% | $6,940+52.4% |