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 | $146,280 | $95,404+53.3% | $113,397+29.0% | $82,637+77.0% |
| Participation rate | 97.5% | 72.8%+24.7pp | 76.5%+21.0pp | 68.1%+29.4pp |
| Annual return | 18.20% | 19.08%-0.9pp | 23.20%-5.0pp | 53.51%-35.3pp |
| Employer contribution / active EE | $6,328 | $2,307+174.4% | $2,977+112.6% | $2,552+148.0% |
| Participant deferral / active EE | $9,751 | $4,220+131.1% | $5,076+92.1% | $4,126+136.3% |
| Admin fee / account holder | $14,582 | $9,168+59.1% | $11,957+22.0% | $7,339+98.7% |