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 | $148,656 | $87,132+70.6% | $105,624+40.7% | $80,959+83.6% |
| Participation rate | 98.3% | 70.4%+27.8pp | 75.3%+23.0pp | 67.7%+30.6pp |
| Annual return | 19.08% | 17.03%+2.1pp | 116.20%-97.1pp | 35.67%-16.6pp |
| Employer contribution / active EE | $7,474 | $2,397+211.8% | $3,168+136.0% | $2,757+171.1% |
| Participant deferral / active EE | $7,940 | $3,985+99.2% | $5,013+58.4% | $4,300+84.6% |
| Admin fee / account holder | $4,852 | $8,449-42.6% | $10,961-55.7% | $6,925-29.9% |