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 | $137,547 | $61,815+122.5% | $97,295+41.4% | $80,959+69.9% |
| Participation rate | 77.6% | 63.5%+14.1pp | 72.7%+5.0pp | 67.7%+9.9pp |
| Annual return | 17.60% | -558.73%+576.3pp | 75.62%-58.0pp | 35.67%-18.1pp |
| Employer contribution / active EE | $5,552 | $1,836+202.3% | $2,723+103.9% | $2,757+101.4% |
| Participant deferral / active EE | $6,114 | $3,027+102.0% | $4,264+43.4% | $4,300+42.2% |
| Admin fee / account holder | $3,001 | $5,166-41.9% | $5,646-46.8% | $6,925-56.7% |