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 | $125,587 | $60,139+108.8% | $90,461+38.8% | $79,856+57.3% |
| Participation rate | 74.1% | 65.0%+9.1pp | 72.7%+1.4pp | 69.6%+4.4pp |
| Annual return | 18.96% | 71.96%-53.0pp | 1294.76%-1275.8pp | 31.71%-12.7pp |
| Employer contribution / active EE | $3,280 | $2,069+58.6% | $3,264+0.5% | $2,471+32.7% |
| Participant deferral / active EE | $3,876 | $2,939+31.9% | $3,964-2.2% | $3,741+3.6% |
| Admin fee / account holder | $1,865 | $3,978-53.1% | $5,617-66.8% | $5,306-64.8% |