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 | $142,820 | $81,358+75.5% | $155,556-8.2% | $80,959+76.4% |
| Participation rate | 97.8% | 66.3%+31.6pp | 78.2%+19.6pp | 67.7%+30.2pp |
| Annual return | 15.50% | 33.39%-17.9pp | 64.84%-49.3pp | 35.67%-20.2pp |
| Employer contribution / active EE | $7,852 | $3,106+152.8% | $4,675+67.9% | $2,757+184.8% |
| Participant deferral / active EE | $7,060 | $3,455+104.3% | $5,631+25.4% | $4,300+64.2% |
| Admin fee / account holder | $37,820 | $7,994+373.1% | $15,885+138.1% | $6,925+446.1% |