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 | $151,392 | $86,949+74.1% | $102,460+47.8% | $80,959+87.0% |
| Participation rate | 98.0% | 72.4%+25.7pp | 76.5%+21.5pp | 67.7%+30.4pp |
| Annual return | 13.58% | 18.89%-5.3pp | 29.47%-15.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $7,740 | $2,370+226.6% | $3,025+155.9% | $2,757+180.7% |
| Participant deferral / active EE | $8,318 | $4,121+101.8% | $5,056+64.5% | $4,300+93.4% |
| Admin fee / account holder | $9,839 | $8,048+22.3% | $9,460+4.0% | $6,925+42.1% |