Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $149,347 | $73,787+102.4% | $98,716+51.3% | $82,448+81.1% |
| Participation rate | 96.6% | 61.4%+35.1pp | 69.3%+27.3pp | 68.1%+28.5pp |
| Annual return | 18.00% | 18.57%-0.6pp | 31.81%-13.8pp | 41.64%-23.6pp |
| Employer contribution / active EE | $23,577 | $1,511+1460.1% | $2,279+934.7% | $2,551+824.2% |
| Participant deferral / active EE | $13,430 | $3,081+335.8% | $4,048+231.8% | $4,139+224.4% |
| Admin fee / account holder | $15,310 | $6,500+135.5% | $8,703+75.9% | $7,234+111.6% |