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 | $155,356 | $77,638+100.1% | $156,551-0.8% | $62,881+147.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.76% | 50.33%-42.6pp | 32.23%-24.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $4,767 | $3,444+38.4% | $5,501-13.4% | $2,281+109.0% |
| Participant deferral / active EE | $5,870 | $3,046+92.7% | $4,871+20.5% | $3,203+83.3% |
| Admin fee / account holder | $4,180 | $5,561-24.8% | $13,028-67.9% | $4,296-2.7% |