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 | $150,020 | $87,106+72.2% | $105,607+42.1% | $80,935+85.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 17.04% | 17.01%0pp | 116.11%-99.1pp | 35.66%-18.6pp |
| Employer contribution / active EE | $4,515 | $2,396+88.4% | $3,167+42.6% | $2,757+63.8% |
| Participant deferral / active EE | $8,514 | $3,986+113.6% | $5,011+69.9% | $4,299+98.0% |
| Admin fee / account holder | $8,286 | $8,447-1.9% | $10,958-24.4% | $6,924+19.7% |