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 | $151,824 | $78,690+92.9% | $161,489-6.0% | $87,485+73.5% |
| Participation rate | 93.5% | 67.5%+26.0pp | 78.7%+14.8pp | 68.9%+24.5pp |
| Annual return | 16.02% | 32.74%-16.7pp | 89.72%-73.7pp | 26.06%-10.0pp |
| Employer contribution / active EE | $5,176 | $2,588+100.0% | $4,268+21.3% | $2,596+99.4% |
| Participant deferral / active EE | $4,570 | $3,311+38.0% | $5,630-18.8% | $4,274+6.9% |
| Admin fee / account holder | $4,248 | $6,724-36.8% | $16,006-73.5% | $7,775-45.4% |