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 | $132,241 | $101,499+30.3% | $147,005-10.0% | $74,546+77.4% |
| Participation rate | 95.0% | 75.5%+19.5pp | 82.2%+12.9pp | 67.2%+27.8pp |
| Annual return | 17.00% | 8732.34%-8715.3pp | 418.76%-401.8pp | 1366.03%-1349.0pp |
| Employer contribution / active EE | $4,438 | $3,811+16.5% | $4,934-10.1% | $2,624+69.1% |
| Participant deferral / active EE | $7,819 | $7,304+7.0% | $8,070-3.1% | $4,347+79.8% |
| Admin fee / account holder | $2,560 | $1,748+46.4% | $13,006-80.3% | $1,944+31.7% |