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 | $156,889 | $101,795+54.1% | $165,100-5.0% | $80,959+93.8% |
| Participation rate | 86.0% | 71.8%+14.2pp | 78.6%+7.4pp | 67.7%+18.4pp |
| Annual return | 12.65% | 16.73%-4.1pp | 70.21%-57.6pp | 35.67%-23.0pp |
| Employer contribution / active EE | $4,690 | $2,954+58.8% | $4,348+7.9% | $2,757+70.1% |
| Participant deferral / active EE | $8,680 | $4,476+93.9% | $6,035+43.8% | $4,300+101.8% |
| Admin fee / account holder | $760 | $8,221-90.8% | $12,696-94.0% | $6,925-89.0% |