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 | $132,576 | $71,534+85.3% | $98,462+34.6% | $71,529+85.3% |
| Participation rate | 99.1% | 72.7%+26.4pp | 75.2%+23.9pp | 67.9%+31.2pp |
| Annual return | 16.53% | 32.44%-15.9pp | 21.17%-4.6pp | 28.97%-12.4pp |
| Employer contribution / active EE | $6,624 | $2,399+176.1% | $3,049+117.3% | $2,590+155.8% |
| Participant deferral / active EE | $6,420 | $4,109+56.3% | $4,738+35.5% | $4,291+49.6% |
| Admin fee / account holder | $10,143 | $1,677+505.0% | $8,875+14.3% | $1,588+538.5% |