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 | $158,219 | $102,385+54.5% | $147,080+7.6% | $80,935+95.5% |
| Participation rate | 88.5% | 75.9%+12.6pp | 82.2%+6.3pp | 67.7%+20.8pp |
| Annual return | 16.54% | 135.09%-118.6pp | 420.17%-403.6pp | 35.66%-19.1pp |
| Employer contribution / active EE | $13,312 | $3,717+258.2% | $4,933+169.8% | $2,757+382.9% |
| Participant deferral / active EE | $12,958 | $6,651+94.8% | $8,066+60.6% | $4,299+201.4% |
| Admin fee / account holder | $5,659 | $7,951-28.8% | $12,989-56.4% | $6,924-18.3% |