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 | $148,536 | $89,515+65.9% | $103,486+43.5% | $80,935+83.5% |
| Participation rate | 98.2% | 76.0%+22.2pp | 80.5%+17.7pp | 67.7%+30.6pp |
| Annual return | 15.79% | 22.82%-7.0pp | 23.93%-8.1pp | 35.66%-19.9pp |
| Employer contribution / active EE | $9,318 | $4,015+132.1% | $4,679+99.1% | $2,757+238.0% |
| Participant deferral / active EE | $10,513 | $5,463+92.5% | $6,628+58.6% | $4,299+144.5% |
| Admin fee / account holder | $8,403 | $6,527+28.7% | $9,354-10.2% | $6,924+21.3% |