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 | $116,555 | $85,766+35.9% | $136,298-14.5% | $70,126+66.2% |
| Participation rate | 83.1% | 74.2%+8.9pp | 81.9%+1.1pp | 69.5%+13.5pp |
| Annual return | 19.77% | 31.46%-11.7pp | 5156.27%-5136.5pp | 73.15%-53.4pp |
| Employer contribution / active EE | $1,964 | $2,966-33.8% | $4,696-58.2% | $2,343-16.2% |
| Participant deferral / active EE | $11,012 | $5,051+118.0% | $6,247+76.3% | $3,332+230.5% |
| Admin fee / account holder | $10,173 | $5,421+87.7% | $9,244+10.1% | $4,645+119.0% |