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 | $156,742 | $65,041+141.0% | $90,965+72.3% | $79,858+96.3% |
| Participation rate | 89.7% | 61.6%+28.0pp | 69.0%+20.6pp | 69.6%+20.0pp |
| Annual return | 10.69% | 30.45%-19.8pp | 134.57%-123.9pp | 31.72%-21.0pp |
| Employer contribution / active EE | $1,190 | $1,247-4.6% | $2,122-43.9% | $2,471-51.8% |
| Participant deferral / active EE | $7,936 | $2,512+215.9% | $3,373+135.3% | $3,740+112.2% |
| Admin fee / account holder | $18,559 | $4,536+309.1% | $5,960+211.4% | $5,306+249.8% |