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 | $160,337 | $115,810+38.4% | $101,271+58.3% | $158,966+0.9% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 17.52% | 56.15%-38.6pp | 46.48%-29.0pp | 302.95%-285.4pp |
| Employer contribution / active EE | $3,426 | $4,175-18.0% | $3,660-6.4% | $4,762-28.1% |
| Participant deferral / active EE | $9,112 | $4,958+83.8% | $4,371+108.5% | $5,983+52.3% |
| Admin fee / account holder | $13,357 | $7,248+84.3% | $5,948+124.6% | $11,250+18.7% |