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 | $171,169 | $91,167+87.8% | $178,498-4.1% | $79,858+114.3% |
| Participation rate | 97.6% | 69.2%+28.4pp | 81.9%+15.7pp | 69.6%+28.0pp |
| Annual return | 15.80% | 24.19%-8.4pp | 151.09%-135.3pp | 31.72%-15.9pp |
| Employer contribution / active EE | $5,274 | $3,255+62.0% | $5,011+5.2% | $2,471+113.4% |
| Participant deferral / active EE | $5,833 | $3,236+80.3% | $5,202+12.1% | $3,740+56.0% |
| Admin fee / account holder | $2,641 | $6,747-60.9% | $13,985-81.1% | $5,306-50.2% |