Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $235,687 | $111,878+110.7% | $93,727+151.5% | $145,897+61.5% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 9.54% | 204.28%-194.7pp | 133.83%-124.3pp | 552.29%-542.8pp |
| Employer contribution / active EE | $2,204 | $3,092-28.7% | $2,421-9.0% | $4,663-52.7% |
| Participant deferral / active EE | $4,432 | $4,920-9.9% | $4,417+0.3% | $6,689-33.8% |
| Admin fee / account holder | $2,179 | $10,256-78.8% | $8,292-73.7% | $13,390-83.7% |