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 | $215,810 | $154,209+39.9% | $130,062+65.9% | $139,487+54.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 18.06% | 32.52%-14.5pp | -137.37%+155.4pp | 373.84%-355.8pp |
| Employer contribution / active EE | $1,367 | $5,292-74.2% | $4,322-68.4% | $4,755-71.2% |
| Participant deferral / active EE | $3,674 | $6,709-45.2% | $5,821-36.9% | $6,713-45.3% |
| Admin fee / account holder | $548 | $13,988-96.1% | $10,601-94.8% | $11,407-95.2% |