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 | $144,246 | $76,407+88.8% | $150,298-4.0% | $82,448+75.0% |
| Participation rate | 97.7% | 66.4%+31.3pp | 77.8%+19.9pp | 68.1%+29.6pp |
| Annual return | 15.99% | 39.99%-24.0pp | 62.79%-46.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $8,024 | $2,614+206.9% | $4,154+93.1% | $2,551+214.5% |
| Participant deferral / active EE | $6,977 | $3,214+117.1% | $5,453+28.0% | $4,139+68.6% |
| Admin fee / account holder | $723 | $6,352-88.6% | $14,116-94.9% | $7,234-90.0% |