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 | $152,134 | $78,428+94.0% | $95,960+58.5% | $79,852+90.5% |
| Participation rate | 84.6% | 73.5%+11.1pp | 77.1%+7.5pp | 69.6%+15.0pp |
| Annual return | 12.12% | 19.37%-7.3pp | 91.63%-79.5pp | 31.72%-19.6pp |
| Employer contribution / active EE | $777 | $1,945-60.0% | $2,541-69.4% | $2,471-68.5% |
| Participant deferral / active EE | $4,565 | $3,440+32.7% | $4,167+9.6% | $3,740+22.1% |
| Admin fee / account holder | $25,770 | $5,622+358.4% | $6,797+279.1% | $5,306+385.7% |