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 | $146,504 | $86,949+68.5% | $102,460+43.0% | $80,959+81.0% |
| Participation rate | 95.1% | 72.4%+22.7pp | 76.5%+18.6pp | 67.7%+27.4pp |
| Annual return | 15.62% | 18.89%-3.3pp | 29.47%-13.8pp | 35.67%-20.0pp |
| Employer contribution / active EE | $6,567 | $2,370+177.1% | $3,025+117.1% | $2,757+138.2% |
| Participant deferral / active EE | $5,651 | $4,121+37.1% | $5,056+11.8% | $4,300+31.4% |
| Admin fee / account holder | $6,533 | $8,048-18.8% | $9,460-30.9% | $6,925-5.7% |