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 | $147,293 | $58,099+153.5% | $76,902+91.5% | $75,177+95.9% |
| Participation rate | 84.8% | 63.9%+21.0pp | 69.6%+15.2pp | 67.2%+17.6pp |
| Annual return | 19.78% | 26.71%-6.9pp | 37.91%-18.1pp | 160.75%-141.0pp |
| Employer contribution / active EE | $7,022 | $1,996+251.9% | $2,534+177.1% | $2,671+162.9% |
| Participant deferral / active EE | $5,689 | $2,999+89.7% | $3,833+48.4% | $4,126+37.9% |
| Admin fee / account holder | $2,296 | $4,778-52.0% | $5,479-58.1% | $5,651-59.4% |