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 | $170,082 | $122,042+39.4% | $184,243-7.7% | $74,429+128.5% |
| Participation rate | 94.2% | 85.5%+8.7pp | 86.8%+7.3pp | 67.2%+27.0pp |
| Annual return | 13.42% | 19.91%-6.5pp | 28.82%-15.4pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $4,680 | $4,538+3.1% | $6,427-27.2% | $2,625+78.3% |
| Participant deferral / active EE | $5,956 | $7,143-16.6% | $9,132-34.8% | $4,348+37.0% |
| Admin fee / account holder | $12,986 | $1,252+937.1% | $13,914-6.7% | $1,944+567.9% |