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 | $58,275+165.9% | $81,844+89.3% | $80,935+91.5% |
| Participation rate | 96.7% | 63.5%+33.2pp | 72.4%+24.3pp | 67.7%+29.0pp |
| Annual return | 17.18% | 41.82%-24.6pp | 778.87%-761.7pp | 35.66%-18.5pp |
| Employer contribution / active EE | $4,726 | $2,346+101.5% | $2,916+62.0% | $2,757+71.4% |
| Participant deferral / active EE | $11,599 | $3,285+253.0% | $4,323+168.3% | $4,299+169.8% |
| Admin fee / account holder | $37,333 | $4,749+686.2% | $7,355+407.6% | $6,924+439.2% |