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 | $186,492 | $78,690+137.0% | $161,489+15.5% | $87,485+113.2% |
| Participation rate | 96.3% | 67.5%+28.8pp | 78.7%+17.6pp | 68.9%+27.4pp |
| Annual return | 18.39% | 32.74%-14.3pp | 89.72%-71.3pp | 26.06%-7.7pp |
| Employer contribution / active EE | $10,284 | $2,588+297.3% | $4,268+140.9% | $2,596+296.1% |
| Participant deferral / active EE | $7,132 | $3,311+115.4% | $5,630+26.7% | $4,274+66.9% |
| Admin fee / account holder | $5,699 | $6,724-15.2% | $16,006-64.4% | $7,775-26.7% |