Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $168,218 | $110,410+52.4% | $102,437+64.2% | $145,897+15.3% |
| Participation rate | 95.7% | 77.9%+17.7pp | 74.5%+21.1pp | 80.3%+15.3pp |
| Annual return | 15.32% | 24.85%-9.5pp | 24.95%-9.6pp | 552.29%-537.0pp |
| Employer contribution / active EE | $14,418 | $4,217+241.9% | $3,871+272.5% | $4,663+209.2% |
| Participant deferral / active EE | $12,575 | $5,622+123.7% | $5,060+148.5% | $6,689+88.0% |
| Admin fee / account holder | $3,178 | $9,745-67.4% | $8,388-62.1% | $13,390-76.3% |