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 | $153,626 | $76,551+100.7% | $123,894+24.0% | $62,881+144.3% |
| Participation rate | 91.8% | 73.0%+18.8pp | 81.4%+10.4pp | 69.3%+22.5pp |
| Annual return | 7.53% | 18.68%-11.1pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $6,700 | $2,882+132.5% | $4,617+45.1% | $2,281+193.8% |
| Participant deferral / active EE | $10,355 | $4,840+114.0% | $5,984+73.0% | $3,203+223.3% |
| Admin fee / account holder | $1,135 | $4,826-76.5% | $8,357-86.4% | $4,296-73.6% |