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 | $163,951 | $91,525+79.1% | $130,026+26.1% | $75,181+118.1% |
| Participation rate | 75.7% | 71.4%+4.2pp | 78.5%-2.8pp | 67.2%+8.5pp |
| Annual return | 22.98% | -631.40%+654.4pp | -137.26%+160.2pp | 160.69%-137.7pp |
| Employer contribution / active EE | $2,003 | $2,844-29.6% | $4,321-53.7% | $2,671-25.0% |
| Participant deferral / active EE | $5,001 | $4,342+15.2% | $5,821-14.1% | $4,126+21.2% |
| Admin fee / account holder | $6,374 | $6,778-6.0% | $10,608-39.9% | $5,650+12.8% |