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 | $176,700 | $72,071+145.2% | $68,368+158.5% | $137,256+28.7% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 18.00% | 353.14%-335.1pp | 292.57%-274.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $7,384 | $2,788+164.9% | $2,649+178.8% | $4,156+77.7% |
| Participant deferral / active EE | $7,901 | $4,410+79.2% | $4,123+91.6% | $6,407+23.3% |
| Admin fee / account holder | $3,043 | $5,336-43.0% | $5,150-40.9% | $12,270-75.2% |