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 | $154,907 | $53,128+191.6% | $86,582+78.9% | $70,126+120.9% |
| Participation rate | 75.0% | 65.3%+9.7pp | 73.5%+1.5pp | 69.5%+5.5pp |
| Annual return | 19.87% | 27.66%-7.8pp | 965.08%-945.2pp | 73.15%-53.3pp |
| Employer contribution / active EE | $2,729 | $2,068+32.0% | $2,839-3.9% | $2,343+16.5% |
| Participant deferral / active EE | $4,574 | $2,695+69.7% | $3,609+26.8% | $3,332+37.3% |
| Admin fee / account holder | $343 | $3,584-90.4% | $4,904-93.0% | $4,645-92.6% |