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 | $159,206 | $48,053+231.3% | $84,623+88.1% | $72,983+118.1% |
| Participation rate | 78.6% | 57.6%+21.0pp | 68.2%+10.3pp | 69.5%+9.1pp |
| Annual return | 20.91% | 37.39%-16.5pp | 258.77%-237.9pp | 81.01%-60.1pp |
| Employer contribution / active EE | $4,257 | $1,602+165.7% | $2,652+60.5% | $2,440+74.5% |
| Participant deferral / active EE | $2,261 | $2,681-15.6% | $3,899-42.0% | $3,608-37.3% |
| Admin fee / account holder | $34,527 | $3,395+916.9% | $4,913+602.8% | $5,124+573.8% |