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 | $141,961 | $53,063+167.5% | $124,206+14.3% | $82,637+71.8% |
| Participation rate | 75.0% | 58.4%+16.6pp | 69.6%+5.4pp | 68.1%+6.9pp |
| Annual return | 18.85% | 68.87%-50.0pp | 515.27%-496.4pp | 53.51%-34.7pp |
| Employer contribution / active EE | $2,826 | $1,530+84.6% | $3,540-20.2% | $2,552+10.7% |
| Participant deferral / active EE | $10,264 | $2,644+288.2% | $3,968+158.7% | $4,126+148.8% |
| Admin fee / account holder | $19,176 | $4,281+347.9% | $5,929+223.4% | $7,339+161.3% |