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 | $142,464 | $56,200+153.5% | $67,653+110.6% | $59,633+138.9% |
| Participation rate | 94.2% | 71.5%+22.8pp | 75.7%+18.6pp | 68.7%+25.6pp |
| Annual return | 3.29% | 18506.71%-18503.4pp | 6625.22%-6621.9pp | 2041.40%-2038.1pp |
| Employer contribution / active EE | $1,986 | $1,615+23.0% | $2,266-12.4% | $2,203-9.9% |
| Participant deferral / active EE | $5,852 | $2,843+105.8% | $3,560+64.4% | $3,192+83.3% |
| Admin fee / account holder | $4,790 | $3,959+21.0% | $4,821-0.6% | $4,297+11.5% |