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 | $125,522 | $77,920+61.1% | $149,723-16.2% | $75,177+67.0% |
| Participation rate | 76.0% | 65.6%+10.4pp | 78.8%-2.8pp | 67.2%+8.8pp |
| Annual return | 13.67% | 31.72%-18.1pp | 134.50%-120.8pp | 160.75%-147.1pp |
| Employer contribution / active EE | $10,574 | $3,138+236.9% | $4,821+119.3% | $2,671+295.9% |
| Participant deferral / active EE | $5,792 | $3,411+69.8% | $5,682+1.9% | $4,126+40.4% |
| Admin fee / account holder | $32,051 | $5,951+438.6% | $13,215+142.5% | $5,651+467.1% |