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 | $148,577 | $78,690+88.8% | $161,489-8.0% | $87,485+69.8% |
| Participation rate | 86.4% | 67.5%+18.9pp | 78.7%+7.7pp | 68.9%+17.4pp |
| Annual return | 17.22% | 32.74%-15.5pp | 89.72%-72.5pp | 26.06%-8.8pp |
| Employer contribution / active EE | $4,626 | $2,588+78.7% | $4,268+8.4% | $2,596+78.2% |
| Participant deferral / active EE | $5,279 | $3,311+59.5% | $5,630-6.2% | $4,274+23.5% |
| Admin fee / account holder | $2,485 | $6,724-63.0% | $16,006-84.5% | $7,775-68.0% |