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 | $170,193 | $102,422+66.2% | $147,117+15.7% | $80,959+110.2% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.7%+24.3pp |
| Annual return | 26.19% | 135.16%-109.0pp | 420.54%-394.4pp | 35.67%-9.5pp |
| Employer contribution / active EE | $4,145 | $3,717+11.5% | $4,932-16.0% | $2,757+50.3% |
| Participant deferral / active EE | $5,820 | $6,652-12.5% | $8,065-27.8% | $4,300+35.3% |
| Admin fee / account holder | $853 | $7,953-89.3% | $12,993-93.4% | $6,925-87.7% |