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 | $143,351 | $77,920+84.0% | $149,723-4.3% | $75,177+90.7% |
| Participation rate | 86.2% | 65.6%+20.6pp | 78.8%+7.4pp | 67.2%+19.0pp |
| Annual return | 14.10% | 31.72%-17.6pp | 134.50%-120.4pp | 160.75%-146.6pp |
| Employer contribution / active EE | $604 | $3,138-80.8% | $4,821-87.5% | $2,671-77.4% |
| Participant deferral / active EE | $5,851 | $3,411+71.5% | $5,682+3.0% | $4,126+41.8% |
| Admin fee / account holder | $9,106 | $5,951+53.0% | $13,215-31.1% | $5,651+61.1% |