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 | $144,927 | $81,476+77.9% | $102,383+41.6% | $80,925+79.1% |
| Participation rate | 88.4% | 66.8%+21.5pp | 74.5%+13.9pp | 67.7%+20.7pp |
| Annual return | 11.81% | 25.59%-13.8pp | 24.94%-13.1pp | 35.65%-23.8pp |
| Employer contribution / active EE | $8,698 | $3,105+180.2% | $3,870+124.7% | $2,756+215.6% |
| Participant deferral / active EE | $6,027 | $3,871+55.7% | $5,060+19.1% | $4,299+40.2% |
| Admin fee / account holder | $9,994 | $6,717+48.8% | $8,391+19.1% | $6,940+44.0% |