Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $143,996 | $91,559+57.3% | $133,971+7.5% | $79,852+80.3% |
| Participation rate | 82.6% | 73.3%+9.3pp | 79.8%+2.8pp | 69.6%+13.0pp |
| Annual return | 15.74% | 61.85%-46.1pp | 45.09%-29.4pp | 31.72%-16.0pp |
| Employer contribution / active EE | $3,117 | $2,384+30.8% | $3,919-20.5% | $2,471+26.1% |
| Participant deferral / active EE | $6,646 | $3,734+78.0% | $5,047+31.7% | $3,740+77.7% |
| Admin fee / account holder | $990 | $6,321-84.3% | $8,929-88.9% | $5,306-81.3% |