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 | $158,541 | $77,920+103.5% | $149,723+5.9% | $75,177+110.9% |
| Participation rate | 96.0% | 65.6%+30.4pp | 78.8%+17.2pp | 67.2%+28.8pp |
| Annual return | 16.39% | 31.72%-15.3pp | 134.50%-118.1pp | 160.75%-144.4pp |
| Employer contribution / active EE | $3,138 | $3,1380% | $4,821-34.9% | $2,671+17.5% |
| Participant deferral / active EE | $7,756 | $3,411+127.3% | $5,682+36.5% | $4,126+88.0% |
| Admin fee / account holder | $26,546 | $5,951+346.1% | $13,215+100.9% | $5,651+369.7% |