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 | $146,603 | $124,175+18.1% | $108,405+35.2% | $167,536-12.5% |
| Participation rate | 90.0% | 82.3%+7.7pp | 80.1%+9.9pp | 82.1%+7.9pp |
| Annual return | 15.60% | 1380.13%-1364.5pp | 905.55%-890.0pp | 478.82%-463.2pp |
| Employer contribution / active EE | $2,021 | $4,188-51.7% | $3,559-43.2% | $4,839-58.2% |
| Participant deferral / active EE | $4,583 | $6,908-33.7% | $6,563-30.2% | $6,342-27.7% |
| Admin fee / account holder | $9,626 | $9,457+1.8% | $7,297+31.9% | $12,315-21.8% |