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 | $158,907 | $78,428+102.6% | $95,960+65.6% | $79,852+99.0% |
| Participation rate | 97.6% | 73.5%+24.1pp | 77.1%+20.5pp | 69.6%+27.9pp |
| Annual return | 15.88% | 19.37%-3.5pp | 91.63%-75.8pp | 31.72%-15.8pp |
| Employer contribution / active EE | $1,877 | $1,945-3.5% | $2,541-26.2% | $2,471-24.1% |
| Participant deferral / active EE | $5,617 | $3,440+63.3% | $4,167+34.8% | $3,740+50.2% |
| Admin fee / account holder | $9,614 | $5,622+71.0% | $6,797+41.4% | $5,306+81.2% |