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 | $145,517 | $88,754+64.0% | $81,820+77.8% | $145,877-0.2% |
| Participation rate | 91.3% | 75.1%+16.2pp | 72.4%+18.9pp | 80.3%+11.0pp |
| Annual return | 14.34% | 1031.77%-1017.4pp | 777.93%-763.6pp | 551.28%-536.9pp |
| Employer contribution / active EE | $6,335 | $3,085+105.3% | $2,915+117.3% | $4,663+35.9% |
| Participant deferral / active EE | $4,869 | $4,648+4.8% | $4,323+12.6% | $6,691-27.2% |
| Admin fee / account holder | $2,483 | $8,424-70.5% | $7,391-66.4% | $13,402-81.5% |