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 | $152,847 | $91,536+67.0% | $130,062+17.5% | $75,177+103.3% |
| Participation rate | 93.9% | 71.5%+22.5pp | 78.5%+15.4pp | 67.2%+26.7pp |
| Annual return | 19.39% | -631.62%+651.0pp | -137.37%+156.8pp | 160.75%-141.4pp |
| Employer contribution / active EE | $5,236 | $2,845+84.1% | $4,322+21.1% | $2,671+96.0% |
| Participant deferral / active EE | $3,521 | $4,343-18.9% | $5,821-39.5% | $4,126-14.7% |
| Admin fee / account holder | $3,567 | $6,780-47.4% | $10,601-66.4% | $5,651-36.9% |