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 | $151,566 | $93,617+61.9% | $135,982+11.5% | $75,177+101.6% |
| Participation rate | 91.0% | 75.2%+15.8pp | 81.9%+9.1pp | 67.2%+23.8pp |
| Annual return | 26.63% | 30.89%-4.3pp | 68.32%-41.7pp | 160.75%-134.1pp |
| Employer contribution / active EE | $1,394 | $3,538-60.6% | $4,859-71.3% | $2,671-47.8% |
| Participant deferral / active EE | $12,436 | $6,406+94.1% | $7,760+60.3% | $4,126+201.4% |
| Admin fee / account holder | $5,587 | $6,980-19.9% | $10,767-48.1% | $5,651-1.1% |