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 | $183,150 | $52,353+249.8% | $120,225+52.3% | $82,448+122.1% |
| Participation rate | 96.4% | 58.3%+38.1pp | 69.6%+26.9pp | 68.1%+28.4pp |
| Annual return | 25.63% | 61.85%-36.2pp | 439.23%-413.6pp | 41.64%-16.0pp |
| Employer contribution / active EE | $1,915 | $1,510+26.8% | $3,475-44.9% | $2,551-24.9% |
| Participant deferral / active EE | $3,965 | $2,627+50.9% | $3,999-0.8% | $4,139-4.2% |
| Admin fee / account holder | $2,334 | $4,363-46.5% | $5,696-59.0% | $7,234-67.7% |