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 | $156,707 | $76,407+105.1% | $150,298+4.3% | $82,448+90.1% |
| Participation rate | 96.4% | 66.4%+30.0pp | 77.8%+18.7pp | 68.1%+28.4pp |
| Annual return | 18.92% | 39.99%-21.1pp | 62.79%-43.9pp | 41.64%-22.7pp |
| Employer contribution / active EE | $4,966 | $2,614+90.0% | $4,154+19.5% | $2,551+94.7% |
| Participant deferral / active EE | $11,445 | $3,214+256.0% | $5,453+109.9% | $4,139+176.5% |
| Admin fee / account holder | $4,497 | $6,352-29.2% | $14,116-68.1% | $7,234-37.8% |