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 | $141,082 | $91,559+54.1% | $133,978+5.3% | $79,856+76.7% |
| Participation rate | 77.3% | 73.3%+3.9pp | 79.8%-2.6pp | 69.6%+7.6pp |
| Annual return | 15.15% | 61.85%-46.7pp | 45.10%-30.0pp | 31.71%-16.6pp |
| Employer contribution / active EE | $5,186 | $2,384+117.6% | $3,919+32.3% | $2,471+109.9% |
| Participant deferral / active EE | $6,714 | $3,734+79.8% | $5,047+33.0% | $3,741+79.5% |
| Admin fee / account holder | $3,644 | $6,321-42.4% | $8,930-59.2% | $5,306-31.3% |