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 | $145,346 | $90,509+60.6% | $78,693+84.7% | $273,968-46.9% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 10.28% | 75.61%-65.3pp | 62.18%-51.9pp | 41.45%-31.2pp |
| Employer contribution / active EE | $4,634 | $3,175+45.9% | $2,850+62.6% | $4,869-4.8% |
| Participant deferral / active EE | $6,654 | $3,901+70.6% | $3,517+89.2% | $5,287+25.9% |
| Admin fee / account holder | $25,388 | $5,264+382.3% | $4,511+462.8% | $10,132+150.6% |