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 | $156,062 | $86,298+80.8% | $111,308+40.2% | $85,847+81.8% |
| Participation rate | 82.1% | 73.3%+8.7pp | 77.3%+4.7pp | 69.3%+12.7pp |
| Annual return | 13.56% | 19.99%-6.4pp | 54.67%-41.1pp | 318.61%-305.0pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,331 | $3,641+46.4% | $4,487+18.8% | $3,952+34.9% |
| Admin fee / account holder | $2,996 | $8,189-63.4% | $7,965-62.4% | $6,261-52.1% |