Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $123,563 | $96,236+28.4% | $133,698-7.6% | $80,959+52.6% |
| Participation rate | 97.4% | 71.2%+26.2pp | 76.4%+21.0pp | 67.7%+29.8pp |
| Annual return | 13.95% | 28.74%-14.8pp | 580.90%-566.9pp | 35.67%-21.7pp |
| Employer contribution / active EE | $3,090 | $3,350-7.8% | $4,218-26.7% | $2,757+12.1% |
| Participant deferral / active EE | $8,324 | $5,709+45.8% | $7,016+18.6% | $4,300+93.6% |
| Admin fee / account holder | $50,915 | $8,250+517.1% | $6,703+659.6% | $6,925+635.2% |