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 | $128,879 | $85,766+50.3% | $136,298-5.4% | $70,126+83.8% |
| Participation rate | 98.5% | 74.2%+24.3pp | 81.9%+16.5pp | 69.5%+28.9pp |
| Annual return | 21.42% | 31.46%-10.0pp | 5156.27%-5134.8pp | 73.15%-51.7pp |
| Employer contribution / active EE | $3,021 | $2,966+1.9% | $4,696-35.7% | $2,343+29.0% |
| Participant deferral / active EE | $5,834 | $5,051+15.5% | $6,247-6.6% | $3,332+75.1% |
| Admin fee / account holder | $799 | $5,421-85.3% | $9,244-91.4% | $4,645-82.8% |