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 | $145,115 | $88,117+64.7% | $164,928-12.0% | $74,400+95.0% |
| Participation rate | 70.0% | 73.1%-3.1pp | 78.6%-8.6pp | 67.2%+2.8pp |
| Annual return | 13.85% | 17.27%-3.4pp | 70.08%-56.2pp | 1367.51%-1353.7pp |
| Employer contribution / active EE | $2,111 | $2,596-18.7% | $4,343-51.4% | $2,624-19.6% |
| Participant deferral / active EE | $7,414 | $4,501+64.7% | $6,034+22.9% | $4,348+70.5% |
| Admin fee / account holder | $15,872 | $2,230+611.8% | $12,684+25.1% | $1,944+716.7% |