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 | $143,148 | $85,766+66.9% | $136,298+5.0% | $70,126+104.1% |
| Participation rate | 81.8% | 74.2%+7.7pp | 81.9%-0.1pp | 69.5%+12.3pp |
| Annual return | 18.17% | 31.46%-13.3pp | 5156.27%-5138.1pp | 73.15%-55.0pp |
| Employer contribution / active EE | $2,584 | $2,966-12.9% | $4,696-45.0% | $2,343+10.3% |
| Participant deferral / active EE | $11,037 | $5,051+118.5% | $6,247+76.7% | $3,332+231.3% |
| Admin fee / account holder | $20,149 | $5,421+271.7% | $9,244+118.0% | $4,645+333.7% |