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 | $136,541 | $85,766+59.2% | $136,298+0.2% | $70,126+94.7% |
| Participation rate | 98.9% | 74.2%+24.7pp | 81.9%+17.0pp | 69.5%+29.3pp |
| Annual return | 14.52% | 31.46%-16.9pp | 5156.27%-5141.8pp | 73.15%-58.6pp |
| Employer contribution / active EE | $3,071 | $2,966+3.5% | $4,696-34.6% | $2,343+31.1% |
| Participant deferral / active EE | $8,627 | $5,051+70.8% | $6,247+38.1% | $3,332+158.9% |
| Admin fee / account holder | $9,528 | $5,421+75.8% | $9,244+3.1% | $4,645+105.1% |