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 | $149,190 | $86,294+72.9% | $111,303+34.0% | $85,856+73.8% |
| Participation rate | 90.3% | 73.3%+16.9pp | 77.3%+13.0pp | 69.3%+21.0pp |
| Annual return | 11.39% | 19.99%-8.6pp | 54.66%-43.3pp | 318.58%-307.2pp |
| Employer contribution / active EE | $3,445 | $2,043+68.6% | $2,731+26.1% | $2,565+34.3% |
| Participant deferral / active EE | $2,654 | $3,641-27.1% | $4,487-40.8% | $3,952-32.8% |
| Admin fee / account holder | $7,679 | $8,189-6.2% | $7,966-3.6% | $6,261+22.7% |