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 | $172,507 | $89,370+93.0% | $141,197+22.2% | $72,976+136.4% |
| Participation rate | 93.4% | 75.1%+18.3pp | 82.5%+11.0pp | 69.5%+24.0pp |
| Annual return | 28.46% | 111.88%-83.4pp | 71.41%-42.9pp | 81.02%-52.6pp |
| Employer contribution / active EE | $10,811 | $3,115+247.1% | $4,736+128.3% | $2,440+343.1% |
| Participant deferral / active EE | $10,729 | $5,419+98.0% | $6,710+59.9% | $3,608+197.4% |
| Admin fee / account holder | $3,293 | $5,957-44.7% | $10,265-67.9% | $5,124-35.7% |