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 | $154,330 | $85,766+79.9% | $136,298+13.2% | $70,126+120.1% |
| Participation rate | 95.8% | 74.2%+21.6pp | 81.9%+13.9pp | 69.5%+26.2pp |
| Annual return | 23.76% | 31.46%-7.7pp | 5156.27%-5132.5pp | 73.15%-49.4pp |
| Employer contribution / active EE | $4,731 | $2,966+59.5% | $4,696+0.7% | $2,343+101.9% |
| Participant deferral / active EE | $7,602 | $5,051+50.5% | $6,247+21.7% | $3,332+128.2% |
| Admin fee / account holder | $16,362 | $5,421+201.8% | $9,244+77.0% | $4,645+252.2% |