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 | $153,717 | $84,236+82.5% | $170,435-9.8% | $70,126+119.2% |
| Participation rate | 94.0% | 70.8%+23.2pp | 83.6%+10.4pp | 69.5%+24.5pp |
| Annual return | 20.21% | 23.06%-2.9pp | 205.94%-185.7pp | 73.15%-52.9pp |
| Employer contribution / active EE | $6,322 | $3,387+86.6% | $5,432+16.4% | $2,343+169.9% |
| Participant deferral / active EE | $5,501 | $3,086+78.3% | $4,939+11.4% | $3,332+65.1% |
| Admin fee / account holder | $6,511 | $5,698+14.3% | $13,881-53.1% | $4,645+40.2% |