Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $134,516 | $108,911+23.5% | $100,392+34.0% | $145,884-7.8% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 12.53% | 58.23%-45.7pp | 49.45%-36.9pp | 551.85%-539.3pp |
| Employer contribution / active EE | $1,908 | $4,420-56.8% | $3,941-51.6% | $4,662-59.1% |
| Participant deferral / active EE | $8,302 | $8,459-1.9% | $8,090+2.6% | $6,690+24.1% |
| Admin fee / account holder | $6,492 | $9,698-33.1% | $7,904-17.9% | $13,392-51.5% |