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 | $154,967 | $58,258+166.0% | $81,820+89.4% | $80,925+91.5% |
| Participation rate | 96.7% | 63.5%+33.2pp | 72.4%+24.3pp | 67.7%+29.0pp |
| Annual return | 17.18% | 41.76%-24.6pp | 777.93%-760.7pp | 35.65%-18.5pp |
| Employer contribution / active EE | $4,726 | $2,345+101.5% | $2,915+62.1% | $2,756+71.5% |
| Participant deferral / active EE | $11,599 | $3,284+253.2% | $4,323+168.3% | $4,299+169.8% |
| Admin fee / account holder | $37,333 | $4,976+650.2% | $7,391+405.1% | $6,940+437.9% |