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 | $182,823 | $76,407+139.3% | $150,298+21.6% | $82,448+121.7% |
| Participation rate | 91.4% | 66.4%+25.0pp | 77.8%+13.7pp | 68.1%+23.4pp |
| Annual return | 19.55% | 39.99%-20.4pp | 62.79%-43.2pp | 41.64%-22.1pp |
| Employer contribution / active EE | $7,840 | $2,614+199.9% | $4,154+88.7% | $2,551+207.3% |
| Participant deferral / active EE | $12,737 | $3,214+296.3% | $5,453+133.6% | $4,139+207.7% |
| Admin fee / account holder | $476 | $6,352-92.5% | $14,116-96.6% | $7,234-93.4% |