Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $151,713 | $58,234+160.5% | $81,783+85.5% | $80,874+87.6% |
| Participation rate | 89.8% | 63.4%+26.4pp | 72.4%+17.4pp | 67.6%+22.1pp |
| Annual return | 13.57% | 41.70%-28.1pp | 775.05%-761.5pp | 35.62%-22.0pp |
| Employer contribution / active EE | $2,897 | $2,341+23.7% | $2,913-0.5% | $2,756+5.1% |
| Participant deferral / active EE | $4,370 | $3,283+33.1% | $4,320+1.1% | $4,297+1.7% |
| Admin fee / account holder | $12,028 | $4,982+141.4% | $7,380+63.0% | $6,935+73.4% |