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 | $150,188 | $98,240+52.9% | $82,312+82.5% | $147,586+1.8% |
| Participation rate | 94.1% | 79.7%+14.4pp | 76.9%+17.2pp | 82.8%+11.3pp |
| Annual return | 14.16% | 30.85%-16.7pp | 25.88%-11.7pp | 578.59%-564.4pp |
| Employer contribution / active EE | $2,481 | $3,192-22.3% | $2,428+2.2% | $4,876-49.1% |
| Participant deferral / active EE | $9,208 | $4,383+110.1% | $3,706+148.5% | $5,439+69.3% |
| Admin fee / account holder | $2,605 | $8,563-69.6% | $5,608-53.5% | $10,886-76.1% |