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 | $175,803 | $101,795+72.7% | $165,100+6.5% | $80,959+117.2% |
| Participation rate | 94.4% | 71.8%+22.6pp | 78.6%+15.8pp | 67.7%+26.7pp |
| Annual return | 13.37% | 16.73%-3.4pp | 70.21%-56.8pp | 35.67%-22.3pp |
| Employer contribution / active EE | $4,489 | $2,954+52.0% | $4,348+3.2% | $2,757+62.8% |
| Participant deferral / active EE | $6,903 | $4,476+54.2% | $6,035+14.4% | $4,300+60.5% |
| Admin fee / account holder | $19,989 | $8,221+143.1% | $12,696+57.5% | $6,925+188.6% |