Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $148,302 | $91,179+62.6% | $178,499-16.9% | $79,852+85.7% |
| Participation rate | 96.4% | 69.2%+27.2pp | 81.9%+14.5pp | 69.6%+26.8pp |
| Annual return | 25.07% | 24.19%+0.9pp | 151.10%-126.0pp | 31.72%-6.6pp |
| Employer contribution / active EE | $8,803 | $3,256+170.4% | $5,011+75.7% | $2,471+256.2% |
| Participant deferral / active EE | $7,315 | $3,236+126.1% | $5,202+40.6% | $3,740+95.6% |
| Admin fee / account holder | $2,333 | $6,749-65.4% | $13,986-83.3% | $5,306-56.0% |