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 | $143,545 | $89,370+60.6% | $141,197+1.7% | $72,976+96.7% |
| Participation rate | 93.2% | 75.1%+18.1pp | 82.5%+10.8pp | 69.5%+23.8pp |
| Annual return | 25.38% | 111.88%-86.5pp | 71.41%-46.0pp | 81.02%-55.6pp |
| Employer contribution / active EE | $8,243 | $3,115+164.6% | $4,736+74.0% | $2,440+237.8% |
| Participant deferral / active EE | $13,663 | $5,419+152.1% | $6,710+103.6% | $3,608+278.7% |
| Admin fee / account holder | $729 | $5,957-87.8% | $10,265-92.9% | $5,124-85.8% |