Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $151,915 | $97,125+56.4% | $86,233+76.2% | $137,256+10.7% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.0%+18.5pp | 80.0%+7.5pp |
| Annual return | 19.69% | 74.19%-54.5pp | 61.39%-41.7pp | 220.34%-200.6pp |
| Employer contribution / active EE | $8,369 | $2,841+194.6% | $2,504+234.2% | $4,156+101.4% |
| Participant deferral / active EE | $14,288 | $5,180+175.8% | $4,559+213.4% | $6,407+123.0% |
| Admin fee / account holder | $2,307 | $9,725-76.3% | $8,342-72.3% | $12,270-81.2% |