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 | $155,573 | $78,425+98.4% | $95,956+62.1% | $79,858+94.8% |
| Participation rate | 96.4% | 73.5%+22.9pp | 77.1%+19.4pp | 69.6%+26.8pp |
| Annual return | 21.07% | 19.37%+1.7pp | 91.63%-70.6pp | 31.72%-10.6pp |
| Employer contribution / active EE | $3,518 | $1,945+80.9% | $2,541+38.4% | $2,471+42.4% |
| Participant deferral / active EE | $8,217 | $3,440+138.9% | $4,167+97.2% | $3,740+119.7% |
| Admin fee / account holder | $3,560 | $5,622-36.7% | $6,797-47.6% | $5,306-32.9% |