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 | $153,452 | $102,393+49.9% | $147,041+4.4% | $80,911+89.7% |
| Participation rate | 70.4% | 75.9%-5.5pp | 82.2%-11.8pp | 67.6%+2.7pp |
| Annual return | 13.04% | 134.95%-121.9pp | 419.21%-406.2pp | 35.63%-22.6pp |
| Employer contribution / active EE | $1,454 | $3,715-60.9% | $4,935-70.5% | $2,756-47.2% |
| Participant deferral / active EE | $7,780 | $6,647+17.0% | $8,071-3.6% | $4,297+81.0% |
| Admin fee / account holder | $935 | $7,943-88.2% | $13,006-92.8% | $6,935-86.5% |