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 | $158,872 | $135,956+16.9% | $123,894+28.2% | $273,972-42.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.39% | 56.63%-52.2pp | 47.52%-43.1pp | 41.46%-37.1pp |
| Employer contribution / active EE | $6,519 | $5,170+26.1% | $4,617+41.2% | $4,869+33.9% |
| Participant deferral / active EE | $6,368 | $6,343+0.4% | $5,984+6.4% | $5,287+20.4% |
| Admin fee / account holder | $14,789 | $9,817+50.6% | $8,357+77.0% | $10,133+46.0% |