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 | $176,711 | $132,634+33.2% | $115,768+52.6% | $137,256+28.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 18.30% | 160.70%-142.4pp | 100.46%-82.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $4,754 | $3,360+41.5% | $2,940+61.7% | $4,156+14.4% |
| Participant deferral / active EE | $12,552 | $5,619+123.4% | $4,917+155.3% | $6,407+95.9% |
| Admin fee / account holder | $7,456 | $15,028-50.4% | $12,439-40.1% | $12,270-39.2% |