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 | $130,535 | $63,346+106.1% | $92,240+41.5% | $70,126+86.1% |
| Participation rate | 72.9% | 68.7%+4.2pp | 76.5%-3.6pp | 69.5%+3.4pp |
| Annual return | 21.10% | 530.19%-509.1pp | 176.29%-155.2pp | 73.15%-52.0pp |
| Employer contribution / active EE | $3,409 | $2,471+37.9% | $3,680-7.4% | $2,343+45.5% |
| Participant deferral / active EE | $2,452 | $2,854-14.1% | $3,897-37.1% | $3,332-26.4% |
| Admin fee / account holder | $3,047 | $3,841-20.7% | $5,194-41.3% | $4,645-34.4% |