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 | $140,341 | $183,516-23.5% | $155,534-9.8% | $145,884-3.8% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 13.71% | 61.43%-47.7pp | 64.92%-51.2pp | 551.85%-538.1pp |
| Employer contribution / active EE | $7,099 | $5,315+33.6% | $4,675+51.9% | $4,662+52.3% |
| Participant deferral / active EE | $5,176 | $6,467-20.0% | $5,630-8.1% | $6,690-22.6% |
| Admin fee / account holder | $25,919 | $19,293+34.3% | $15,900+63.0% | $13,392+93.5% |