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 | $152,479 | $53,837+183.2% | $75,717+101.4% | $85,856+77.6% |
| Participation rate | 92.6% | 69.1%+23.5pp | 74.8%+17.8pp | 69.3%+23.3pp |
| Annual return | 12.64% | 24.54%-11.9pp | 104.58%-91.9pp | 318.58%-305.9pp |
| Employer contribution / active EE | $1,168 | $2,017-42.1% | $2,743-57.4% | $2,565-54.5% |
| Participant deferral / active EE | $3,368 | $2,895+16.3% | $3,821-11.8% | $3,952-14.8% |
| Admin fee / account holder | $10,506 | $3,341+214.4% | $3,619+190.3% | $6,261+67.8% |