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 | $144,199 | $88,137+63.6% | $164,975-12.6% | $74,429+93.7% |
| Participation rate | 83.8% | 73.1%+10.7pp | 78.6%+5.2pp | 67.2%+16.6pp |
| Annual return | 11.72% | 17.13%-5.4pp | 70.12%-58.4pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $3,185 | $2,597+22.6% | $4,343-26.6% | $2,625+21.4% |
| Participant deferral / active EE | $6,593 | $4,501+46.5% | $6,033+9.3% | $4,348+51.6% |
| Admin fee / account holder | $3,241 | $2,231+45.2% | $12,688-74.5% | $1,944+66.7% |