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 | $142,485 | $105,284+35.3% | $150,734-5.5% | $94,015+51.6% |
| Participation rate | 92.7% | 71.7%+21.0pp | 78.4%+14.3pp | 70.8%+21.9pp |
| Annual return | 15.33% | 15.67%-0.3pp | 600.81%-585.5pp | 17.84%-2.5pp |
| Employer contribution / active EE | $11,268 | $3,599+213.1% | $4,918+129.1% | $2,790+303.8% |
| Participant deferral / active EE | $8,889 | $4,274+108.0% | $5,610+58.5% | $4,249+109.2% |
| Admin fee / account holder | $14,017 | $9,839+42.5% | $14,905-6.0% | $8,951+56.6% |