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 | $158,993 | $88,672+79.3% | $105,223+51.1% | $82,448+92.8% |
| Participation rate | 89.1% | 67.9%+21.1pp | 75.0%+14.0pp | 68.1%+21.0pp |
| Annual return | 18.15% | 30.86%-12.7pp | 180.65%-162.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $8,984 | $3,048+194.8% | $3,689+143.6% | $2,551+252.2% |
| Participant deferral / active EE | $5,825 | $4,036+44.3% | $5,072+14.9% | $4,139+40.7% |
| Admin fee / account holder | $7,354 | $7,146+2.9% | $8,859-17.0% | $7,234+1.7% |