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 | $165,632 | $121,656+36.1% | $104,614+58.3% | $158,950+4.2% |
| Participation rate | 82.4% | 77.5%+4.8pp | 74.1%+8.3pp | 82.0%+0.4pp |
| Annual return | 11.83% | 465.51%-453.7pp | 340.56%-328.7pp | 302.91%-291.1pp |
| Employer contribution / active EE | $1,118 | $3,164-64.7% | $2,681-58.3% | $4,762-76.5% |
| Participant deferral / active EE | $3,364 | $4,177-19.5% | $3,739-10.0% | $5,983-43.8% |
| Admin fee / account holder | $9,823 | $7,775+26.3% | $6,464+52.0% | $11,248-12.7% |