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 | $140,419 | $72,492+93.7% | $87,104+61.2% | $72,975+92.4% |
| Participation rate | 96.7% | 72.8%+23.9pp | 76.9%+19.8pp | 69.5%+27.2pp |
| Annual return | 20.07% | 24.46%-4.4pp | 28.19%-8.1pp | 81.01%-60.9pp |
| Employer contribution / active EE | $3,160 | $1,894+66.8% | $2,521+25.3% | $2,440+29.5% |
| Participant deferral / active EE | $7,565 | $3,270+131.4% | $4,048+86.9% | $3,608+109.7% |
| Admin fee / account holder | $11,848 | $5,055+134.4% | $7,491+58.2% | $5,124+131.2% |