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 | $158,215 | $86,919+82.0% | $102,457+54.4% | $80,911+95.5% |
| Participation rate | 98.4% | 72.4%+26.0pp | 76.5%+21.9pp | 67.6%+30.7pp |
| Annual return | 12.19% | 18.90%-6.7pp | 29.41%-17.2pp | 35.63%-23.4pp |
| Employer contribution / active EE | $5,148 | $2,368+117.4% | $3,022+70.3% | $2,756+86.8% |
| Participant deferral / active EE | $5,941 | $4,119+44.2% | $5,054+17.5% | $4,297+38.2% |
| Admin fee / account holder | $30,662 | $8,049+280.9% | $9,451+224.4% | $6,935+342.2% |