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 | $144,908 | $77,896+86.0% | $134,172+8.0% | $82,448+75.8% |
| Participation rate | 96.4% | 62.8%+33.6pp | 72.5%+23.9pp | 68.1%+28.3pp |
| Annual return | 13.94% | 18.21%-4.3pp | 25.30%-11.4pp | 41.64%-27.7pp |
| Employer contribution / active EE | $6,035 | $2,159+179.5% | $3,420+76.5% | $2,551+136.6% |
| Participant deferral / active EE | $7,153 | $3,162+126.2% | $4,690+52.5% | $4,139+72.8% |
| Admin fee / account holder | $48,445 | $6,336+664.6% | $12,016+303.2% | $7,234+569.7% |