Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $168,187 | $211,239-20.4% | $178,528-5.8% | $145,877+15.3% |
| Participation rate | 91.7% | 80.8%+10.9pp | 77.1%+14.6pp | 80.3%+11.4pp |
| Annual return | 14.45% | 30.22%-15.8pp | 27.11%-12.7pp | 551.28%-536.8pp |
| Employer contribution / active EE | $8,406 | $4,570+83.9% | $3,950+112.8% | $4,663+80.3% |
| Participant deferral / active EE | $18,443 | $6,963+164.9% | $6,278+193.8% | $6,691+175.7% |
| Admin fee / account holder | $39,237 | $12,095+224.4% | $10,419+276.6% | $13,402+192.8% |