Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $156,307 | $78,682+98.7% | $109,188+43.2% | $85,851+82.1% |
| Participation rate | 98.0% | 68.3%+29.8pp | 75.9%+22.2pp | 69.3%+28.7pp |
| Annual return | 27.67% | 25.09%+2.6pp | 25.76%+1.9pp | 318.63%-291.0pp |
| Employer contribution / active EE | $3,111 | $2,734+13.8% | $3,723-16.5% | $2,565+21.3% |
| Participant deferral / active EE | $8,610 | $3,468+148.3% | $4,654+85.0% | $3,952+117.9% |
| Admin fee / account holder | $23,766 | $5,470+334.5% | $6,755+251.8% | $6,261+279.6% |