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 | $149,501 | $109,344+36.7% | $89,400+67.2% | $158,950-5.9% |
| Participation rate | 78.6% | 74.3%+4.3pp | 68.0%+10.6pp | 82.0%-3.4pp |
| Annual return | 22.73% | 345.73%-323.0pp | 245.64%-222.9pp | 302.91%-280.2pp |
| Employer contribution / active EE | $2,782 | $3,170-12.3% | $2,586+7.6% | $4,762-41.6% |
| Participant deferral / active EE | $6,609 | $4,599+43.7% | $3,890+69.9% | $5,983+10.5% |
| Admin fee / account holder | $1,371 | $6,154-77.7% | $4,882-71.9% | $11,248-87.8% |