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 | $136,024 | $98,776+37.7% | $149,745-9.2% | $79,856+70.3% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 12.59% | 27.38%-14.8pp | 276.72%-264.1pp | 31.71%-19.1pp |
| Employer contribution / active EE | $6,332 | $3,217+96.8% | $4,646+36.3% | $2,471+156.2% |
| Participant deferral / active EE | $9,103 | $5,681+60.2% | $6,843+33.0% | $3,741+143.4% |
| Admin fee / account holder | $25,933 | $6,053+328.4% | $9,312+178.5% | $5,306+388.7% |