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 | $152,610 | $71,230+114.2% | $93,727+62.8% | $80,959+88.5% |
| Participation rate | 88.2% | 60.4%+27.8pp | 68.7%+19.5pp | 67.7%+20.6pp |
| Annual return | 10.07% | 11.26%-1.2pp | 133.83%-123.8pp | 35.67%-25.6pp |
| Employer contribution / active EE | $3,341 | $1,565+113.4% | $2,421+38.0% | $2,757+21.2% |
| Participant deferral / active EE | $8,597 | $4,037+112.9% | $4,417+94.6% | $4,300+99.9% |
| Admin fee / account holder | $11,857 | $6,961+70.3% | $8,292+43.0% | $6,925+71.2% |