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 | $139,238 | $53,546+160.0% | $69,890+99.2% | $68,490+103.3% |
| Participation rate | 92.3% | 64.5%+27.8pp | 70.5%+21.8pp | 67.9%+24.4pp |
| Annual return | 5.09% | -13.87%+19.0pp | 190.84%-185.8pp | -7.85%+12.9pp |
| Employer contribution / active EE | $4,285 | $2,019+112.2% | $2,560+67.4% | $2,597+65.0% |
| Participant deferral / active EE | $4,205 | $2,957+42.2% | $3,848+9.3% | $4,028+4.4% |
| Admin fee / account holder | $5,524 | $4,693+17.7% | $6,267-11.9% | $5,403+2.3% |