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 | $155,523 | $101,795+52.8% | $165,100-5.8% | $80,959+92.1% |
| Participation rate | 96.7% | 71.8%+24.9pp | 78.6%+18.1pp | 67.7%+29.1pp |
| Annual return | 13.64% | 16.73%-3.1pp | 70.21%-56.6pp | 35.67%-22.0pp |
| Employer contribution / active EE | $4,938 | $2,954+67.2% | $4,348+13.6% | $2,757+79.1% |
| Participant deferral / active EE | $6,201 | $4,476+38.5% | $6,035+2.7% | $4,300+44.2% |
| Admin fee / account holder | $4,161 | $8,221-49.4% | $12,696-67.2% | $6,925-39.9% |