Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $142,486 | $58,275+144.5% | $81,844+74.1% | $80,935+76.0% |
| Participation rate | 73.0% | 63.5%+9.5pp | 72.4%+0.6pp | 67.7%+5.4pp |
| Annual return | 14.04% | 41.82%-27.8pp | 778.87%-764.8pp | 35.66%-21.6pp |
| Employer contribution / active EE | $4,990 | $2,346+112.7% | $2,916+71.1% | $2,757+81.0% |
| Participant deferral / active EE | $4,841 | $3,285+47.4% | $4,323+12.0% | $4,299+12.6% |
| Admin fee / account holder | $5,658 | $4,749+19.1% | $7,355-23.1% | $6,924-18.3% |