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 | $159,270 | $109,344+45.7% | $89,400+78.2% | $158,950+0.2% |
| Participation rate | 82.4% | 74.3%+8.1pp | 68.0%+14.4pp | 82.0%+0.4pp |
| Annual return | 13.14% | 345.73%-332.6pp | 245.64%-232.5pp | 302.91%-289.8pp |
| Employer contribution / active EE | $1,147 | $3,170-63.8% | $2,586-55.6% | $4,762-75.9% |
| Participant deferral / active EE | $6,902 | $4,599+50.1% | $3,890+77.4% | $5,983+15.4% |
| Admin fee / account holder | $4,173 | $6,154-32.2% | $4,882-14.5% | $11,248-62.9% |