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 | $130,533 | $85,766+52.2% | $136,298-4.2% | $70,126+86.1% |
| Participation rate | 93.5% | 74.2%+19.4pp | 81.9%+11.6pp | 69.5%+24.0pp |
| Annual return | 15.44% | 31.46%-16.0pp | 5156.27%-5140.8pp | 73.15%-57.7pp |
| Employer contribution / active EE | $6,017 | $2,966+102.9% | $4,696+28.1% | $2,343+156.9% |
| Participant deferral / active EE | $5,321 | $5,051+5.3% | $6,247-14.8% | $3,332+59.7% |
| Admin fee / account holder | $5,670 | $5,421+4.6% | $9,244-38.7% | $4,645+22.0% |