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 | $170,196 | $77,638+119.2% | $156,551+8.7% | $62,881+170.7% |
| Participation rate | 90.2% | 71.2%+19.0pp | 84.0%+6.2pp | 69.3%+20.9pp |
| Annual return | 21.89% | 50.33%-28.4pp | 32.23%-10.3pp | 20.14%+1.7pp |
| Employer contribution / active EE | $10,660 | $3,444+209.5% | $5,501+93.8% | $2,281+367.3% |
| Participant deferral / active EE | $6,286 | $3,046+106.4% | $4,871+29.0% | $3,203+96.2% |
| Admin fee / account holder | $29,924 | $5,561+438.1% | $13,028+129.7% | $4,296+596.6% |