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 | $163,826 | $102,422+60.0% | $147,117+11.4% | $80,959+102.4% |
| Participation rate | 97.0% | 75.9%+21.1pp | 82.2%+14.8pp | 67.7%+29.3pp |
| Annual return | 12.96% | 135.16%-122.2pp | 420.54%-407.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $4,814 | $3,717+29.5% | $4,932-2.4% | $2,757+74.6% |
| Participant deferral / active EE | $11,201 | $6,652+68.4% | $8,065+38.9% | $4,300+160.5% |
| Admin fee / account holder | $51,474 | $7,953+547.2% | $12,993+296.2% | $6,925+643.3% |