Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $166,339 | $58,275+185.4% | $81,844+103.2% | $80,935+105.5% |
| Participation rate | 97.3% | 63.5%+33.8pp | 72.4%+24.9pp | 67.7%+29.6pp |
| Annual return | 11.61% | 41.82%-30.2pp | 778.87%-767.3pp | 35.66%-24.0pp |
| Employer contribution / active EE | $4,266 | $2,346+81.8% | $2,916+46.3% | $2,757+54.7% |
| Participant deferral / active EE | $10,483 | $3,285+219.1% | $4,323+142.5% | $4,299+143.8% |
| Admin fee / account holder | $19,638 | $4,749+313.5% | $7,355+167.0% | $6,924+183.6% |