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 | $211,224-20.4% | $178,505-5.8% | $145,897+15.3% |
| Participation rate | 91.7% | 80.8%+10.8pp | 77.1%+14.5pp | 80.3%+11.4pp |
| Annual return | 14.45% | 30.28%-15.8pp | 27.16%-12.7pp | 552.29%-537.8pp |
| Employer contribution / active EE | $8,406 | $4,577+83.7% | $3,955+112.5% | $4,663+80.3% |
| Participant deferral / active EE | $18,443 | $6,966+164.8% | $6,280+193.7% | $6,689+175.7% |
| Admin fee / account holder | $39,237 | $12,109+224.0% | $10,428+276.3% | $13,390+193.0% |