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 | $141,647 | $107,421+31.9% | $182,262-22.3% | $94,015+50.7% |
| Participation rate | 97.0% | 77.8%+19.2pp | 84.2%+12.8pp | 70.8%+26.1pp |
| Annual return | 16.03% | 21.32%-5.3pp | 140.60%-124.6pp | 17.84%-1.8pp |
| Employer contribution / active EE | $5,812 | $3,448+68.6% | $5,046+15.2% | $2,790+108.3% |
| Participant deferral / active EE | $3,943 | $6,558-39.9% | $8,276-52.4% | $4,249-7.2% |
| Admin fee / account holder | $41,295 | $8,692+375.1% | $16,712+147.1% | $8,951+361.3% |