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 | $156,173 | $108,825+43.5% | $156,1810% | $82,448+89.4% |
| Participation rate | 92.0% | 72.4%+19.6pp | 78.8%+13.2pp | 68.1%+23.9pp |
| Annual return | 14.60% | 20.59%-6.0pp | 64.87%-50.3pp | 41.64%-27.0pp |
| Employer contribution / active EE | $3,904 | $2,870+36.0% | $4,294-9.1% | $2,551+53.0% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $9,064 | $9,341-3.0% | $14,586-37.9% | $7,234+25.3% |