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 | $179,974 | $89,370+101.4% | $141,197+27.5% | $72,976+146.6% |
| Participation rate | 86.7% | 75.1%+11.5pp | 82.5%+4.2pp | 69.5%+17.2pp |
| Annual return | 23.84% | 111.88%-88.0pp | 71.41%-47.6pp | 81.02%-57.2pp |
| Employer contribution / active EE | $2,719 | $3,115-12.7% | $4,736-42.6% | $2,440+11.4% |
| Participant deferral / active EE | $8,996 | $5,419+66.0% | $6,710+34.1% | $3,608+149.3% |
| Admin fee / account holder | $8,040 | $5,957+35.0% | $10,265-21.7% | $5,124+56.9% |