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 | $156,528 | $85,766+82.5% | $136,298+14.8% | $70,126+123.2% |
| Participation rate | 96.0% | 74.2%+21.8pp | 81.9%+14.1pp | 69.5%+26.5pp |
| Annual return | 19.12% | 31.46%-12.3pp | 5156.27%-5137.1pp | 73.15%-54.0pp |
| Employer contribution / active EE | $8,023 | $2,966+170.5% | $4,696+70.9% | $2,343+242.5% |
| Participant deferral / active EE | $3,648 | $5,051-27.8% | $6,247-41.6% | $3,332+9.5% |
| Admin fee / account holder | $1,776 | $5,421-67.2% | $9,244-80.8% | $4,645-61.8% |