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 | $153,401 | $85,171+80.1% | $172,752-11.2% | $72,975+110.2% |
| Participation rate | 96.6% | 70.1%+26.5pp | 82.6%+13.9pp | 69.5%+27.1pp |
| Annual return | 21.94% | 27.32%-5.4pp | 802.97%-781.0pp | 81.01%-59.1pp |
| Employer contribution / active EE | $6,062 | $3,324+82.4% | $5,144+17.8% | $2,440+148.4% |
| Participant deferral / active EE | $4,655 | $3,260+42.8% | $5,198-10.4% | $3,608+29.0% |
| Admin fee / account holder | $4,147 | $5,880-29.5% | $13,955-70.3% | $5,124-19.1% |