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 | $161,963 | $102,385+58.2% | $147,080+10.1% | $80,935+100.1% |
| Participation rate | 93.8% | 75.9%+17.9pp | 82.2%+11.6pp | 67.7%+26.1pp |
| Annual return | 35.41% | 135.09%-99.7pp | 420.17%-384.8pp | 35.66%-0.3pp |
| Employer contribution / active EE | $10,098 | $3,717+171.7% | $4,933+104.7% | $2,757+266.3% |
| Participant deferral / active EE | $10,205 | $6,651+53.4% | $8,066+26.5% | $4,299+137.4% |
| Admin fee / account holder | $9,543 | $7,951+20.0% | $12,989-26.5% | $6,924+37.8% |