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 | $159,085 | $86,298+84.3% | $111,308+42.9% | $85,847+85.3% |
| Participation rate | 90.0% | 73.3%+16.7pp | 77.3%+12.7pp | 69.3%+20.7pp |
| Annual return | 13.02% | 19.99%-7.0pp | 54.67%-41.6pp | 318.61%-305.6pp |
| Employer contribution / active EE | $12,273 | $2,044+500.5% | $2,732+349.3% | $2,565+378.4% |
| Participant deferral / active EE | $5,522 | $3,641+51.7% | $4,487+23.1% | $3,952+39.7% |
| Admin fee / account holder | $4,198 | $8,189-48.7% | $7,965-47.3% | $6,261-32.9% |