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 | $170,063 | $77,908+118.3% | $149,696+13.6% | $75,173+126.2% |
| Participation rate | 98.3% | 65.6%+32.7pp | 78.8%+19.5pp | 67.2%+31.1pp |
| Annual return | 15.57% | 31.73%-16.2pp | 134.46%-118.9pp | 160.72%-145.2pp |
| Employer contribution / active EE | $13,412 | $3,138+327.4% | $4,821+178.2% | $2,671+402.1% |
| Participant deferral / active EE | $5,851 | $3,411+71.5% | $5,682+3.0% | $4,126+41.8% |
| Admin fee / account holder | $1,490 | $5,950-75.0% | $13,212-88.7% | $5,651-73.6% |