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 | $193,013 | $102,429+88.4% | $147,096+31.2% | $80,925+138.5% |
| Participation rate | 81.3% | 75.9%+5.4pp | 82.2%-0.9pp | 67.7%+13.6pp |
| Annual return | 15.03% | 135.02%-120.0pp | 419.75%-404.7pp | 35.65%-20.6pp |
| Employer contribution / active EE | $5,957 | $3,716+60.3% | $4,936+20.7% | $2,756+116.1% |
| Participant deferral / active EE | $13,787 | $6,649+107.4% | $8,071+70.8% | $4,299+220.7% |
| Admin fee / account holder | $10,110 | $7,957+27.1% | $13,005-22.3% | $6,940+45.7% |