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 | $177,665 | $93,345+90.3% | $119,126+49.1% | $87,485+103.1% |
| Participation rate | 75.4% | 68.7%+6.7pp | 75.8%-0.3pp | 68.9%+6.5pp |
| Annual return | 17.63% | 19.08%-1.5pp | 282.11%-264.5pp | 26.06%-8.4pp |
| Employer contribution / active EE | $4,259 | $3,172+34.3% | $4,034+5.6% | $2,596+64.0% |
| Participant deferral / active EE | $9,369 | $4,099+128.6% | $5,318+76.2% | $4,274+119.2% |
| Admin fee / account holder | $6,184 | $8,039-23.1% | $10,693-42.2% | $7,775-20.5% |