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 | $231,851 | $85,766+170.3% | $136,298+70.1% | $70,126+230.6% |
| Participation rate | 84.0% | 74.2%+9.8pp | 81.9%+2.1pp | 69.5%+14.5pp |
| Annual return | 20.17% | 31.46%-11.3pp | 5156.27%-5136.1pp | 73.15%-53.0pp |
| Employer contribution / active EE | $6,000 | $2,966+102.3% | $4,696+27.8% | $2,343+156.2% |
| Participant deferral / active EE | $7,811 | $5,051+54.6% | $6,247+25.0% | $3,332+134.4% |
| Admin fee / account holder | $8,317 | $5,421+53.4% | $9,244-10.0% | $4,645+79.0% |