Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $166,097 | $232,540-28.6% | $185,117-10.3% | $147,586+12.5% |
| Participation rate | 87.5% | 82.4%+5.1pp | 77.3%+10.2pp | 82.8%+4.7pp |
| Annual return | 18.93% | 43.03%-24.1pp | 40.50%-21.6pp | 578.59%-559.7pp |
| Employer contribution / active EE | $1,320 | $5,195-74.6% | $4,182-68.4% | $4,876-72.9% |
| Participant deferral / active EE | $11,492 | $5,834+97.0% | $5,045+127.8% | $5,439+111.3% |
| Admin fee / account holder | $11,821 | $10,275+15.0% | $8,159+44.9% | $10,886+8.6% |