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 | $152,857 | $185,905-17.8% | $170,057-10.1% | $139,487+9.6% |
| Participation rate | 94.7% | 87.8%+7.0pp | 87.0%+7.7pp | 80.3%+14.4pp |
| Annual return | 23.03% | 60.56%-37.5pp | 53.42%-30.4pp | 373.84%-350.8pp |
| Employer contribution / active EE | $5,129 | $7,597-32.5% | $6,790-24.5% | $4,755+7.9% |
| Participant deferral / active EE | $4,749 | $11,627-59.2% | $10,411-54.4% | $6,713-29.2% |
| Admin fee / account holder | $26,776 | $15,397+73.9% | $12,826+108.8% | $11,407+134.7% |