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 | $144,067 | $60,349+138.7% | $74,184+94.2% | $62,881+129.1% |
| Participation rate | 96.6% | 72.7%+23.9pp | 76.6%+20.0pp | 69.3%+27.3pp |
| Annual return | 7.60% | 21.38%-13.8pp | 17.74%-10.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $8,132 | $1,680+384.0% | $2,370+243.1% | $2,281+256.5% |
| Participant deferral / active EE | $5,254 | $2,856+84.0% | $3,550+48.0% | $3,203+64.0% |
| Admin fee / account holder | $11,682 | $4,261+174.2% | $5,586+109.1% | $4,296+172.0% |