Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $162,605 | $111,535+45.8% | $105,223+54.5% | $137,256+18.5% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 16.06% | 237.85%-221.8pp | 180.65%-164.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,736 | $3,939-30.5% | $3,689-25.8% | $4,156-34.2% |
| Participant deferral / active EE | $4,588 | $5,500-16.6% | $5,072-9.5% | $6,407-28.4% |
| Admin fee / account holder | $72,264 | $9,721+643.4% | $8,859+715.7% | $12,270+488.9% |