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 | $156,780 | $22,602+593.7% | $65,583+139.1% | $75,177+108.5% |
| Participation rate | 85.5% | 63.1%+22.4pp | 65.0%+20.5pp | 67.2%+18.2pp |
| Annual return | 16.03% | 71.13%-55.1pp | 47.46%-31.4pp | 160.75%-144.7pp |
| Employer contribution / active EE | $2,493 | $941+164.9% | $1,692+47.3% | $2,671-6.7% |
| Participant deferral / active EE | $5,670 | $1,695+234.6% | $2,833+100.2% | $4,126+37.4% |
| Admin fee / account holder | $15,650 | $1,877+733.6% | $4,112+280.6% | $5,651+176.9% |