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 | $156,863 | $76,407+105.3% | $150,298+4.4% | $82,448+90.3% |
| Participation rate | 96.8% | 66.4%+30.4pp | 77.8%+19.0pp | 68.1%+28.7pp |
| Annual return | 17.21% | 39.99%-22.8pp | 62.79%-45.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $7,058 | $2,614+170.0% | $4,154+69.9% | $2,551+176.7% |
| Participant deferral / active EE | $6,062 | $3,214+88.6% | $5,453+11.2% | $4,139+46.4% |
| Admin fee / account holder | $8,221 | $6,352+29.4% | $14,116-41.8% | $7,234+13.6% |