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 | $145,312 | $80,332+80.9% | $107,187+35.6% | $64,097+126.7% |
| Participation rate | 83.6% | 54.4%+29.2pp | 75.0%+8.6pp | 55.2%+28.4pp |
| Annual return | 18.22% | 24.26%-6.0pp | 204.55%-186.3pp | 34.64%-16.4pp |
| Employer contribution / active EE | $3,385 | $2,501+35.3% | $3,782-10.5% | $1,891+79.0% |
| Participant deferral / active EE | $6,742 | $3,109+116.8% | $5,096+32.3% | $3,080+118.9% |
| Admin fee / account holder | $22,907 | $4,314+431.0% | $9,162+150.0% | $3,454+563.1% |