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 | $165,636 | $97,648+69.6% | $121,663+36.1% | $87,485+89.3% |
| Participation rate | 98.2% | 70.5%+27.7pp | 74.5%+23.7pp | 68.9%+29.3pp |
| Annual return | 22.32% | 18.03%+4.3pp | 147.54%-125.2pp | 26.06%-3.7pp |
| Employer contribution / active EE | $5,871 | $2,300+155.2% | $3,020+94.4% | $2,596+126.1% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,978 | $11,100-46.1% | $14,289-58.2% | $7,775-23.1% |