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 | $158,187 | $51,638+206.3% | $68,368+131.4% | $82,448+91.9% |
| Participation rate | 76.0% | 63.6%+12.4pp | 73.8%+2.2pp | 68.1%+7.9pp |
| Annual return | 13.49% | 37.53%-24.0pp | 292.57%-279.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $8,224 | $2,047+301.8% | $2,649+210.5% | $2,551+222.4% |
| Participant deferral / active EE | $4,575 | $2,914+57.0% | $4,123+11.0% | $4,139+10.5% |
| Admin fee / account holder | $1,215 | $4,643-73.8% | $5,150-76.4% | $7,234-83.2% |