Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $158,652 | $87,225+81.9% | $158,226+0.3% | $94,015+68.8% |
| Participation rate | 97.2% | 67.9%+29.3pp | 74.8%+22.4pp | 70.8%+26.4pp |
| Annual return | 15.58% | 16.34%-0.8pp | 501.41%-485.8pp | 17.84%-2.3pp |
| Employer contribution / active EE | $3,364 | $2,217+51.7% | $2,986+12.7% | $2,790+20.6% |
| Participant deferral / active EE | $6,597 | $3,405+93.7% | $4,317+52.8% | $4,249+55.2% |
| Admin fee / account holder | $3,366 | $7,888-57.3% | $10,217-67.1% | $8,951-62.4% |