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 | $100,938+66.9% | $90,461+86.2% | $158,982+6.0% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 12.59% | 1727.20%-1714.6pp | 1294.76%-1282.2pp | 302.99%-290.4pp |
| Employer contribution / active EE | $1,855 | $3,691-49.8% | $3,264-43.2% | $4,763-61.1% |
| Participant deferral / active EE | $1,863 | $4,350-57.2% | $3,964-53.0% | $5,983-68.9% |
| Admin fee / account holder | $578 | $6,510-91.1% | $5,617-89.7% | $11,252-94.9% |