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 | $150,886 | $81,358+85.5% | $155,556-3.0% | $80,959+86.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.31% | 33.39%-21.1pp | 64.84%-52.5pp | 35.67%-23.4pp |
| Employer contribution / active EE | $7,005 | $3,106+125.5% | $4,675+49.8% | $2,757+154.1% |
| Participant deferral / active EE | $6,368 | $3,455+84.3% | $5,631+13.1% | $4,300+48.1% |
| Admin fee / account holder | $6,317 | $7,994-21.0% | $15,885-60.2% | $6,925-8.8% |