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 | $142,704 | $65,566+117.7% | $86,235+65.5% | $75,177+89.8% |
| Participation rate | 93.5% | 60.5%+33.1pp | 69.0%+24.6pp | 67.2%+26.3pp |
| Annual return | 14.46% | 46.07%-31.6pp | 1170.03%-1155.6pp | 160.75%-146.3pp |
| Employer contribution / active EE | $3,088 | $1,553+98.8% | $2,381+29.7% | $2,671+15.6% |
| Participant deferral / active EE | $5,675 | $3,023+87.7% | $3,987+42.3% | $4,126+37.5% |
| Admin fee / account holder | $35,744 | $5,470+553.5% | $6,856+421.4% | $5,651+532.5% |