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 | $150,232 | $117,846+27.5% | $102,434+46.7% | $145,884+3.0% |
| Participation rate | 95.8% | 78.6%+17.2pp | 76.5%+19.3pp | 80.3%+15.5pp |
| Annual return | 9.87% | 31.90%-22.0pp | 29.46%-19.6pp | 551.85%-542.0pp |
| Employer contribution / active EE | $1,160 | $3,615-67.9% | $3,023-61.6% | $4,662-75.1% |
| Participant deferral / active EE | $2,605 | $5,733-54.6% | $5,055-48.5% | $6,690-61.1% |
| Admin fee / account holder | $5,720 | $13,356-57.2% | $9,462-39.5% | $13,392-57.3% |