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 | $143,945 | $118,695+21.3% | $98,916+45.5% | $158,950-9.4% |
| Participation rate | 84.6% | 77.8%+6.8pp | 76.0%+8.6pp | 82.0%+2.7pp |
| Annual return | 15.76% | 372.39%-356.6pp | 196.45%-180.7pp | 302.91%-287.2pp |
| Employer contribution / active EE | $1,795 | $3,333-46.2% | $2,689-33.3% | $4,762-62.3% |
| Participant deferral / active EE | $6,885 | $5,088+35.3% | $4,245+62.2% | $5,983+15.1% |
| Admin fee / account holder | $5,290 | $10,132-47.8% | $6,642-20.4% | $11,248-53.0% |