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 | $145,715 | $101,950+42.9% | $125,529+16.1% | $86,983+67.5% |
| Participation rate | 81.0% | 70.2%+10.8pp | 74.7%+6.2pp | 69.5%+11.4pp |
| Annual return | 16.65% | 18.29%-1.6pp | 202.56%-185.9pp | 25.83%-9.2pp |
| Employer contribution / active EE | $4,066 | $2,358+72.4% | $3,058+33.0% | $2,584+57.3% |
| Participant deferral / active EE | $5,506 | $3,862+42.6% | $4,813+14.4% | $4,194+31.3% |
| Admin fee / account holder | $17,718 | $12,791+38.5% | $16,298+8.7% | $7,856+125.5% |