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 | $153,660 | $94,436+62.7% | $115,599+32.9% | $82,637+85.9% |
| Participation rate | 92.2% | 70.4%+21.8pp | 74.3%+17.9pp | 68.1%+24.1pp |
| Annual return | 16.95% | 18.37%-1.4pp | 111.10%-94.1pp | 53.51%-36.6pp |
| Employer contribution / active EE | $4,187 | $2,324+80.2% | $2,955+41.7% | $2,552+64.1% |
| Participant deferral / active EE | $6,645 | $3,955+68.0% | $4,889+35.9% | $4,126+61.0% |
| Admin fee / account holder | $3,378 | $10,328-67.3% | $12,841-73.7% | $7,339-54.0% |