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 | $174,861 | $53,837+224.8% | $75,714+131.0% | $85,847+103.7% |
| Participation rate | 95.2% | 69.1%+26.2pp | 74.8%+20.4pp | 69.3%+25.9pp |
| Annual return | 22.84% | 24.54%-1.7pp | 104.62%-81.8pp | 318.61%-295.8pp |
| Employer contribution / active EE | $3,976 | $2,017+97.1% | $2,744+44.9% | $2,565+55.0% |
| Participant deferral / active EE | $5,978 | $2,895+106.5% | $3,820+56.5% | $3,952+51.3% |
| Admin fee / account holder | $5,145 | $3,339+54.1% | $3,619+42.2% | $6,261-17.8% |