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 | $143,464 | $81,276+76.5% | $155,574-7.8% | $80,925+77.3% |
| Participation rate | 96.8% | 66.2%+30.5pp | 78.2%+18.6pp | 67.7%+29.1pp |
| Annual return | 17.00% | 33.36%-16.4pp | 64.87%-47.9pp | 35.65%-18.6pp |
| Employer contribution / active EE | $4,295 | $3,103+38.4% | $4,676-8.1% | $2,756+55.8% |
| Participant deferral / active EE | $7,591 | $3,453+119.8% | $5,629+34.8% | $4,299+76.6% |
| Admin fee / account holder | $7,775 | $7,993-2.7% | $15,914-51.1% | $6,940+12.0% |