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 | $144,535 | $106,524+35.7% | $152,301-5.1% | $87,485+65.2% |
| Participation rate | 92.6% | 75.8%+16.9pp | 82.4%+10.2pp | 68.9%+23.7pp |
| Annual return | 19.50% | 26.89%-7.4pp | 80.50%-61.0pp | 26.06%-6.6pp |
| Employer contribution / active EE | $6,785 | $3,371+101.3% | $4,624+46.7% | $2,596+161.4% |
| Participant deferral / active EE | $18,431 | $6,525+182.5% | $8,004+130.3% | $4,274+331.3% |
| Admin fee / account holder | $18,910 | $8,287+128.2% | $14,398+31.3% | $7,775+143.2% |