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 | $149,319 | $98,240+52.0% | $82,312+81.4% | $147,586+1.2% |
| Participation rate | 86.4% | 79.7%+6.6pp | 76.9%+9.5pp | 82.8%+3.5pp |
| Annual return | 14.53% | 30.85%-16.3pp | 25.88%-11.3pp | 578.59%-564.1pp |
| Employer contribution / active EE | $940 | $3,192-70.5% | $2,428-61.3% | $4,876-80.7% |
| Participant deferral / active EE | $5,055 | $4,383+15.3% | $3,706+36.4% | $5,439-7.1% |
| Admin fee / account holder | $30,746 | $8,563+259.1% | $5,608+448.3% | $10,886+182.4% |