Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $151,076 | $80,812+86.9% | $160,784-6.0% | $82,448+83.2% |
| Participation rate | 76.2% | 66.2%+10.0pp | 77.0%-0.8pp | 68.1%+8.1pp |
| Annual return | 15.81% | 100.59%-84.8pp | 1803.92%-1788.1pp | 41.64%-25.8pp |
| Employer contribution / active EE | $895 | $2,174-58.8% | $3,733-76.0% | $2,551-64.9% |
| Participant deferral / active EE | $8,955 | $4,335+106.5% | $6,293+42.3% | $4,139+116.3% |
| Admin fee / account holder | $8,450 | $7,695+9.8% | $9,717-13.0% | $7,234+16.8% |