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 | $141,410 | $93,345+51.5% | $119,126+18.7% | $87,485+61.6% |
| Participation rate | 95.5% | 68.7%+26.8pp | 75.8%+19.8pp | 68.9%+26.6pp |
| Annual return | 15.43% | 19.08%-3.7pp | 282.11%-266.7pp | 26.06%-10.6pp |
| Employer contribution / active EE | $4,077 | $3,172+28.5% | $4,034+1.1% | $2,596+57.0% |
| Participant deferral / active EE | $5,706 | $4,099+39.2% | $5,318+7.3% | $4,274+33.5% |
| Admin fee / account holder | $17,662 | $8,039+119.7% | $10,693+65.2% | $7,775+127.2% |