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 | $131,431 | $90,489+45.2% | $76,051+72.8% | $145,978-10.0% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.1%+22.6pp | 80.3%+11.4pp |
| Annual return | 15.35% | 622.78%-607.4pp | 360.42%-345.1pp | 550.52%-535.2pp |
| Employer contribution / active EE | $2,533 | $3,319-23.7% | $2,690-5.8% | $4,662-45.7% |
| Participant deferral / active EE | $6,246 | $5,164+20.9% | $4,257+46.7% | $6,690-6.6% |
| Admin fee / account holder | $6,398 | $8,374-23.6% | $6,416-0.3% | $13,400-52.3% |