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 | $146,362 | $90,509+61.7% | $78,693+86.0% | $273,968-46.6% |
| Participation rate | 78.6% | 76.5%+2.1pp | 73.6%+5.0pp | 83.0%-4.4pp |
| Annual return | 6.99% | 75.61%-68.6pp | 62.18%-55.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,023 | $3,175-67.8% | $2,850-64.1% | $4,869-79.0% |
| Participant deferral / active EE | $6,819 | $3,901+74.8% | $3,517+93.9% | $5,287+29.0% |
| Admin fee / account holder | $22,384 | $5,264+325.2% | $4,511+396.2% | $10,132+120.9% |