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 | $108,037 | $85,171+26.8% | $172,752-37.5% | $72,975+48.0% |
| Participation rate | 82.1% | 70.1%+12.1pp | 82.6%-0.5pp | 69.5%+12.7pp |
| Annual return | 22.30% | 27.32%-5.0pp | 802.97%-780.7pp | 81.01%-58.7pp |
| Employer contribution / active EE | $3,253 | $3,324-2.1% | $5,144-36.8% | $2,440+33.3% |
| Participant deferral / active EE | $4,078 | $3,260+25.1% | $5,198-21.5% | $3,608+13.0% |
| Admin fee / account holder | $6,062 | $5,880+3.1% | $13,955-56.6% | $5,124+18.3% |