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 | $153,241 | $124,314+23.3% | $109,163+40.4% | $167,518-8.5% |
| Participation rate | 95.7% | 79.4%+16.2pp | 75.9%+19.8pp | 82.1%+13.5pp |
| Annual return | 18.41% | 26.04%-7.6pp | 25.75%-7.3pp | 478.71%-460.3pp |
| Employer contribution / active EE | $6,989 | $4,209+66.1% | $3,723+87.8% | $4,838+44.5% |
| Participant deferral / active EE | $5,714 | $5,256+8.7% | $4,654+22.8% | $6,342-9.9% |
| Admin fee / account holder | $17,805 | $7,973+123.3% | $6,754+163.6% | $12,312+44.6% |