Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $174,923 | $101,795+71.8% | $165,100+5.9% | $80,959+116.1% |
| Participation rate | 84.4% | 71.8%+12.5pp | 78.6%+5.8pp | 67.7%+16.7pp |
| Annual return | 11.54% | 16.73%-5.2pp | 70.21%-58.7pp | 35.67%-24.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,260 | $4,476+17.5% | $6,035-12.8% | $4,300+22.3% |
| Admin fee / account holder | $38,162 | $8,221+364.2% | $12,696+200.6% | $6,925+451.0% |