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 | $164,281 | $135,956+20.8% | $123,894+32.6% | $273,972-40.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.48% | 56.63%-50.2pp | 47.52%-41.0pp | 41.46%-35.0pp |
| Employer contribution / active EE | $7,264 | $5,170+40.5% | $4,617+57.3% | $4,869+49.2% |
| Participant deferral / active EE | $5,086 | $6,343-19.8% | $5,984-15.0% | $5,287-3.8% |
| Admin fee / account holder | $1,179 | $9,817-88.0% | $8,357-85.9% | $10,133-88.4% |