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 | $147,015 | $70,430+108.7% | $96,572+52.2% | $85,851+71.2% |
| Participation rate | 73.7% | 61.8%+11.9pp | 69.8%+3.9pp | 69.3%+4.4pp |
| Annual return | 15.24% | 18.58%-3.3pp | 37.79%-22.6pp | 318.63%-303.4pp |
| Employer contribution / active EE | $1,164 | $1,413-17.6% | $2,357-50.6% | $2,565-54.6% |
| Participant deferral / active EE | $3,846 | $2,894+32.9% | $3,850-0.1% | $3,952-2.7% |
| Admin fee / account holder | $15,201 | $4,996+204.3% | $6,183+145.8% | $6,261+142.8% |