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 | $125,447 | $65,395+91.8% | $182,558-31.3% | $72,976+71.9% |
| Participation rate | 98.1% | 65.4%+32.6pp | 78.0%+20.1pp | 69.5%+28.6pp |
| Annual return | 145.93% | 27.68%+118.2pp | 148.59%-2.7pp | 81.02%+64.9pp |
| Employer contribution / active EE | $4,180 | $1,911+118.7% | $4,076+2.5% | $2,440+71.3% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,526-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,640 | $4,245-37.8% | $8,594-69.3% | $5,124-48.5% |