Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $152,411 | $102,382+48.9% | $147,005+3.7% | $80,874+88.5% |
| Participation rate | 89.7% | 75.8%+13.8pp | 82.2%+7.5pp | 67.6%+22.0pp |
| Annual return | 18.37% | 134.89%-116.5pp | 418.76%-400.4pp | 35.62%-17.3pp |
| Employer contribution / active EE | $2,276 | $3,715-38.7% | $4,934-53.9% | $2,756-17.4% |
| Participant deferral / active EE | $8,192 | $6,646+23.2% | $8,070+1.5% | $4,297+90.6% |
| Admin fee / account holder | $555 | $7,942-93.0% | $13,006-95.7% | $6,935-92.0% |