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 | $152,019 | $58,241+161.0% | $81,780+85.9% | $80,911+87.9% |
| Participation rate | 73.7% | 63.4%+10.2pp | 72.4%+1.3pp | 67.6%+6.0pp |
| Annual return | 15.95% | 41.73%-25.8pp | 776.27%-760.3pp | 35.63%-19.7pp |
| Employer contribution / active EE | $5,168 | $2,343+120.5% | $2,914+77.4% | $2,756+87.5% |
| Participant deferral / active EE | $5,451 | $3,283+66.1% | $4,321+26.2% | $4,297+26.8% |
| Admin fee / account holder | $4,206 | $4,973-15.4% | $7,384-43.0% | $6,935-39.3% |