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 | $149,550 | $95,406+56.8% | $185,849-19.5% | $85,847+74.2% |
| Participation rate | 90.0% | 68.8%+21.2pp | 81.7%+8.3pp | 69.3%+20.7pp |
| Annual return | 11.72% | 23.59%-11.9pp | 122.10%-110.4pp | 318.61%-306.9pp |
| Employer contribution / active EE | $2,755 | $3,314-16.9% | $5,169-46.7% | $2,565+7.4% |
| Participant deferral / active EE | $6,719 | $3,424+96.3% | $5,569+20.7% | $3,952+70.0% |
| Admin fee / account holder | $1,209 | $7,214-83.2% | $16,244-92.6% | $6,261-80.7% |