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 | $134,511 | $58,241+131.0% | $81,780+64.5% | $80,911+66.2% |
| Participation rate | 81.3% | 63.4%+17.8pp | 72.4%+8.9pp | 67.6%+13.6pp |
| Annual return | 14.62% | 41.73%-27.1pp | 776.27%-761.7pp | 35.63%-21.0pp |
| Employer contribution / active EE | $2,187 | $2,343-6.7% | $2,914-24.9% | $2,756-20.6% |
| Participant deferral / active EE | $5,471 | $3,283+66.7% | $4,321+26.6% | $4,297+27.3% |
| Admin fee / account holder | $7,821 | $4,973+57.3% | $7,384+5.9% | $6,935+12.8% |