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 | $123,796 | $77,638+59.5% | $156,551-20.9% | $62,881+96.9% |
| Participation rate | 93.3% | 71.2%+22.1pp | 84.0%+9.3pp | 69.3%+24.0pp |
| Annual return | 8.39% | 50.33%-41.9pp | 32.23%-23.8pp | 20.14%-11.8pp |
| Employer contribution / active EE | $8,443 | $3,444+145.2% | $5,501+53.5% | $2,281+270.2% |
| Participant deferral / active EE | $4,455 | $3,046+46.3% | $4,871-8.6% | $3,203+39.1% |
| Admin fee / account holder | $11,453 | $5,561+105.9% | $13,028-12.1% | $4,296+166.6% |