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 | $155,607 | $106,749+45.8% | $145,433+7.0% | $82,448+88.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.80% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $5,205 | $3,444+51.1% | $4,554+14.3% | $2,551+104.0% |
| Participant deferral / active EE | $8,941 | $6,519+37.2% | $7,897+13.2% | $4,139+116.0% |
| Admin fee / account holder | $5,553 | $8,390-33.8% | $13,129-57.7% | $7,234-23.2% |