Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $151,173 | $75,962+99.0% | $154,108-1.9% | $64,173+135.6% |
| Participation rate | 90.9% | 70.4%+20.5pp | 83.0%+7.9pp | 69.6%+21.3pp |
| Annual return | 7.06% | 30.32%-23.3pp | 735.21%-728.1pp | 7.63%-0.6pp |
| Employer contribution / active EE | $8,397 | $3,350+150.7% | $5,298+58.5% | $2,381+252.7% |
| Participant deferral / active EE | $5,586 | $3,175+75.9% | $5,081+9.9% | $3,470+61.0% |
| Admin fee / account holder | $854 | $5,589-84.7% | $13,411-93.6% | $4,887-82.5% |