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 | $168,471 | $100,895+67.0% | $90,430+86.3% | $158,950+6.0% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 12.59% | 1725.54%-1713.0pp | 1293.73%-1281.1pp | 302.91%-290.3pp |
| Employer contribution / active EE | $1,855 | $3,689-49.7% | $3,262-43.1% | $4,762-61.0% |
| Participant deferral / active EE | $1,863 | $4,347-57.1% | $3,963-53.0% | $5,983-68.9% |
| Admin fee / account holder | $578 | $6,505-91.1% | $5,613-89.7% | $11,248-94.9% |