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 | $146,153 | $61,125+139.1% | $94,057+55.4% | $87,485+67.1% |
| Participation rate | 80.0% | 64.1%+15.9pp | 73.3%+6.7pp | 68.9%+11.1pp |
| Annual return | 15.09% | 35.20%-20.1pp | 480.62%-465.5pp | 26.06%-11.0pp |
| Employer contribution / active EE | $5,115 | $2,136+139.4% | $2,933+74.4% | $2,596+97.0% |
| Participant deferral / active EE | $5,547 | $3,260+70.1% | $4,709+17.8% | $4,274+29.8% |
| Admin fee / account holder | $6,524 | $5,629+15.9% | $7,244-9.9% | $7,775-16.1% |