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 | $144,898 | $87,059+66.4% | $105,608+37.2% | $80,925+79.1% |
| Participation rate | 82.2% | 70.4%+11.8pp | 75.3%+6.9pp | 67.7%+14.6pp |
| Annual return | 19.75% | 17.05%+2.7pp | 116.50%-96.7pp | 35.65%-15.9pp |
| Employer contribution / active EE | $4,971 | $2,396+107.4% | $3,167+57.0% | $2,756+80.4% |
| Participant deferral / active EE | $5,358 | $3,986+34.4% | $5,010+7.0% | $4,299+24.7% |
| Admin fee / account holder | $2,544 | $8,443-69.9% | $11,028-76.9% | $6,940-63.3% |