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 | $133,602 | $60,139+122.2% | $90,461+47.7% | $79,856+67.3% |
| Participation rate | 73.8% | 65.0%+8.8pp | 72.7%+1.1pp | 69.6%+4.2pp |
| Annual return | 17.60% | 71.96%-54.4pp | 1294.76%-1277.2pp | 31.71%-14.1pp |
| Employer contribution / active EE | $2,839 | $2,069+37.2% | $3,264-13.0% | $2,471+14.9% |
| Participant deferral / active EE | $4,947 | $2,939+68.3% | $3,964+24.8% | $3,741+32.3% |
| Admin fee / account holder | $4,267 | $3,978+7.2% | $5,617-24.0% | $5,306-19.6% |