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 | $158,690 | $95,404+66.3% | $113,397+39.9% | $82,637+92.0% |
| Participation rate | 96.9% | 72.8%+24.1pp | 76.5%+20.4pp | 68.1%+28.8pp |
| Annual return | 14.23% | 19.08%-4.9pp | 23.20%-9.0pp | 53.51%-39.3pp |
| Employer contribution / active EE | $6,702 | $2,307+190.5% | $2,977+125.1% | $2,552+162.6% |
| Participant deferral / active EE | $5,388 | $4,220+27.7% | $5,076+6.1% | $4,126+30.6% |
| Admin fee / account holder | $2,215 | $9,168-75.8% | $11,957-81.5% | $7,339-69.8% |