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 | $185,818 | $77,920+138.5% | $149,723+24.1% | $75,177+147.2% |
| Participation rate | 79.2% | 65.6%+13.7pp | 78.8%+0.5pp | 67.2%+12.0pp |
| Annual return | 16.47% | 31.72%-15.3pp | 134.50%-118.0pp | 160.75%-144.3pp |
| Employer contribution / active EE | $2,119 | $3,138-32.5% | $4,821-56.0% | $2,671-20.7% |
| Participant deferral / active EE | $2,697 | $3,411-20.9% | $5,682-52.5% | $4,126-34.6% |
| Admin fee / account holder | $22,307 | $5,951+274.9% | $13,215+68.8% | $5,651+294.7% |