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 | $164,124 | $142,972+14.8% | $214,702-23.6% | $86,983+88.7% |
| Participation rate | 76.3% | 84.9%-8.5pp | 87.5%-11.2pp | 69.5%+6.8pp |
| Annual return | 12.97% | 18.49%-5.5pp | 54.55%-41.6pp | 25.83%-12.9pp |
| Employer contribution / active EE | $11,368 | $4,635+145.3% | $6,461+76.0% | $2,584+339.9% |
| Participant deferral / active EE | $0 | $6,568-100.0% | $9,147-100.0% | $4,194-100.0% |
| Admin fee / account holder | $25,754 | $17,617+46.2% | $19,830+29.9% | $7,856+227.8% |