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 | $136,886 | $80,812+69.4% | $160,784-14.9% | $82,448+66.0% |
| Participation rate | 70.4% | 66.2%+4.1pp | 77.0%-6.6pp | 68.1%+2.3pp |
| Annual return | 17.05% | 100.59%-83.5pp | 1803.92%-1786.9pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,875 | $2,174+32.3% | $3,733-23.0% | $2,551+12.7% |
| Participant deferral / active EE | $7,512 | $4,335+73.3% | $6,293+19.4% | $4,139+81.5% |
| Admin fee / account holder | $883 | $7,695-88.5% | $9,717-90.9% | $7,234-87.8% |