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 | $160,726 | $60,128+167.3% | $90,440+77.7% | $79,852+101.3% |
| Participation rate | 95.1% | 65.0%+30.1pp | 72.7%+22.4pp | 69.6%+25.5pp |
| Annual return | 11.97% | 71.95%-60.0pp | 1294.38%-1282.4pp | 31.72%-19.7pp |
| Employer contribution / active EE | $1,836 | $2,068-11.2% | $3,263-43.7% | $2,471-25.7% |
| Participant deferral / active EE | $6,629 | $2,939+125.6% | $3,964+67.3% | $3,740+77.2% |
| Admin fee / account holder | $9,733 | $3,977+144.7% | $5,615+73.3% | $5,306+83.4% |