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 | $148,783 | $96,731+53.8% | $123,973+20.0% | $86,983+71.0% |
| Participation rate | 88.6% | 70.0%+18.6pp | 76.7%+11.9pp | 69.5%+19.0pp |
| Annual return | 14.03% | 17.33%-3.3pp | 388.13%-374.1pp | 25.83%-11.8pp |
| Employer contribution / active EE | $7,249 | $3,297+119.9% | $4,126+75.7% | $2,584+180.5% |
| Participant deferral / active EE | $6,151 | $4,152+48.1% | $5,247+17.2% | $4,194+46.7% |
| Admin fee / account holder | $10,483 | $8,722+20.2% | $11,799-11.2% | $7,856+33.4% |