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 | $146,056 | $99,994+46.1% | $146,643-0.4% | $85,847+70.1% |
| Participation rate | 98.1% | 73.1%+25.0pp | 80.1%+18.0pp | 69.3%+28.8pp |
| Annual return | 15.99% | 18.93%-2.9pp | 22.75%-6.8pp | 318.61%-302.6pp |
| Employer contribution / active EE | $5,000 | $2,559+95.4% | $4,137+20.9% | $2,565+94.9% |
| Participant deferral / active EE | $6,201 | $4,006+54.8% | $5,506+12.6% | $3,952+56.9% |
| Admin fee / account holder | $12,500 | $7,703+62.3% | $10,280+21.6% | $6,261+99.7% |