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 | $174,255 | $85,766+103.2% | $136,298+27.8% | $70,126+148.5% |
| Participation rate | 97.9% | 74.2%+23.7pp | 81.9%+16.0pp | 69.5%+28.3pp |
| Annual return | 15.65% | 31.46%-15.8pp | 5156.27%-5140.6pp | 73.15%-57.5pp |
| Employer contribution / active EE | $3,191 | $2,966+7.6% | $4,696-32.1% | $2,343+36.2% |
| Participant deferral / active EE | $8,507 | $5,051+68.4% | $6,247+36.2% | $3,332+155.3% |
| Admin fee / account holder | $528 | $5,421-90.3% | $9,244-94.3% | $4,645-88.6% |