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 | $163,348 | $65,367+149.9% | $92,915+75.8% | $72,976+123.8% |
| Participation rate | 97.6% | 68.3%+29.2pp | 76.0%+21.6pp | 69.5%+28.1pp |
| Annual return | 23.22% | 42.11%-18.9pp | 109.45%-86.2pp | 81.02%-57.8pp |
| Employer contribution / active EE | $20,920 | $2,594+706.5% | $3,653+472.6% | $2,440+757.3% |
| Participant deferral / active EE | $2,037 | $3,128-34.9% | $4,238-51.9% | $3,608-43.6% |
| Admin fee / account holder | $5,456 | $4,251+28.3% | $5,796-5.9% | $5,124+6.5% |