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 | $143,416 | $77,638+84.7% | $156,551-8.4% | $62,881+128.1% |
| Participation rate | 96.7% | 71.2%+25.5pp | 84.0%+12.7pp | 69.3%+27.4pp |
| Annual return | 6.33% | 50.33%-44.0pp | 32.23%-25.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $6,999 | $3,444+103.2% | $5,501+27.2% | $2,281+206.9% |
| Participant deferral / active EE | $5,613 | $3,046+84.3% | $4,871+15.2% | $3,203+75.2% |
| Admin fee / account holder | $1,454 | $5,561-73.9% | $13,028-88.8% | $4,296-66.1% |