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 | $159,212 | $93,373+70.5% | $152,473+4.4% | $85,851+85.5% |
| Participation rate | 90.2% | 70.1%+20.2pp | 78.2%+12.1pp | 69.3%+20.9pp |
| Annual return | 14.79% | 21.84%-7.1pp | 757.59%-742.8pp | 318.63%-303.8pp |
| Employer contribution / active EE | $3,307 | $2,996+10.4% | $4,326-23.5% | $2,565+28.9% |
| Participant deferral / active EE | $10,020 | $4,550+120.2% | $5,817+72.2% | $3,952+153.5% |
| Admin fee / account holder | $20,844 | $13,853+50.5% | $15,811+31.8% | $6,261+232.9% |