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 | $145,008 | $78,690+84.3% | $161,489-10.2% | $87,485+65.8% |
| Participation rate | 94.1% | 67.5%+26.7pp | 78.7%+15.4pp | 68.9%+25.2pp |
| Annual return | 12.78% | 32.74%-20.0pp | 89.72%-76.9pp | 26.06%-13.3pp |
| Employer contribution / active EE | $6,894 | $2,588+166.4% | $4,268+61.5% | $2,596+165.5% |
| Participant deferral / active EE | $7,664 | $3,311+131.5% | $5,630+36.1% | $4,274+79.3% |
| Admin fee / account holder | $38,047 | $6,724+465.9% | $16,006+137.7% | $7,775+389.4% |