Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $169,441 | $81,233+108.6% | $155,567+8.9% | $80,874+109.5% |
| Participation rate | 91.8% | 66.2%+25.5pp | 78.2%+13.6pp | 67.6%+24.1pp |
| Annual return | 11.02% | 33.33%-22.3pp | 64.74%-53.7pp | 35.62%-24.6pp |
| Employer contribution / active EE | $10,263 | $3,101+231.0% | $4,674+119.6% | $2,756+272.4% |
| Participant deferral / active EE | $5,278 | $3,452+52.9% | $5,628-6.2% | $4,297+22.8% |
| Admin fee / account holder | $8,203 | $7,998+2.6% | $15,916-48.5% | $6,935+18.3% |