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 | $143,539 | $81,643+75.8% | $70,462+103.7% | $158,950-9.7% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 12.32% | 208.51%-196.2pp | 109.08%-96.8pp | 302.91%-290.6pp |
| Employer contribution / active EE | $2,405 | $3,218-25.3% | $2,737-12.1% | $4,762-49.5% |
| Participant deferral / active EE | $2,405 | $4,555-47.2% | $3,710-35.2% | $5,983-59.8% |
| Admin fee / account holder | $447 | $6,194-92.8% | $3,845-88.4% | $11,248-96.0% |