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 | $146,633 | $53,837+172.4% | $75,714+93.7% | $85,847+70.8% |
| Participation rate | 90.9% | 69.1%+21.9pp | 74.8%+16.1pp | 69.3%+21.6pp |
| Annual return | 13.26% | 24.54%-11.3pp | 104.62%-91.4pp | 318.61%-305.4pp |
| Employer contribution / active EE | $3,021 | $2,017+49.7% | $2,744+10.1% | $2,565+17.7% |
| Participant deferral / active EE | $7,443 | $2,895+157.0% | $3,820+94.8% | $3,952+88.3% |
| Admin fee / account holder | $3,584 | $3,339+7.3% | $3,619-1.0% | $6,261-42.7% |