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 | $140,067 | $180,749-22.5% | $160,784-12.9% | $137,256+2.0% |
| Participation rate | 70.0% | 80.0%-10.0pp | 77.0%-7.0pp | 80.0%-10.0pp |
| Annual return | 11.46% | 2234.46%-2223.0pp | 1803.92%-1792.5pp | 220.34%-208.9pp |
| Employer contribution / active EE | $3,034 | $4,155-27.0% | $3,733-18.7% | $4,156-27.0% |
| Participant deferral / active EE | $9,249 | $6,844+35.1% | $6,293+47.0% | $6,407+44.4% |
| Admin fee / account holder | $433 | $10,397-95.8% | $9,717-95.5% | $12,270-96.5% |