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 | $135,054 | $51,631+161.6% | $129,397+4.4% | $80,925+66.9% |
| Participation rate | 85.5% | 56.9%+28.5pp | 69.6%+15.8pp | 67.7%+17.8pp |
| Annual return | 18.54% | 20.77%-2.2pp | 9453.98%-9435.4pp | 35.65%-17.1pp |
| Employer contribution / active EE | $5,000 | $1,583+215.9% | $4,154+20.4% | $2,756+81.4% |
| Participant deferral / active EE | $14,727 | $2,670+451.6% | $4,167+253.4% | $4,299+242.6% |
| Admin fee / account holder | $7,337 | $4,309+70.3% | $7,679-4.4% | $6,940+5.7% |