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 | $142,419 | $115,780+23.0% | $101,255+40.7% | $158,931-10.4% |
| Participation rate | 90.5% | 79.4%+11.1pp | 75.8%+14.7pp | 82.0%+8.5pp |
| Annual return | 15.52% | 56.14%-40.6pp | 46.48%-31.0pp | 302.86%-287.3pp |
| Employer contribution / active EE | $7,394 | $4,175+77.1% | $3,660+102.0% | $4,761+55.3% |
| Participant deferral / active EE | $7,743 | $4,958+56.2% | $4,370+77.2% | $5,982+29.4% |
| Admin fee / account holder | $7,663 | $7,246+5.8% | $5,946+28.9% | $11,247-31.9% |