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 | $176,855 | $102,422+72.7% | $147,117+20.2% | $80,959+118.5% |
| Participation rate | 97.4% | 75.9%+21.5pp | 82.2%+15.2pp | 67.7%+29.7pp |
| Annual return | 16.69% | 135.16%-118.5pp | 420.54%-403.9pp | 35.67%-19.0pp |
| Employer contribution / active EE | $5,061 | $3,717+36.2% | $4,932+2.6% | $2,757+83.6% |
| Participant deferral / active EE | $6,948 | $6,652+4.4% | $8,065-13.8% | $4,300+61.6% |
| Admin fee / account holder | $3,191 | $7,953-59.9% | $12,993-75.4% | $6,925-53.9% |