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 | $161,304 | $102,429+57.5% | $147,096+9.7% | $80,925+99.3% |
| Participation rate | 86.5% | 75.9%+10.6pp | 82.2%+4.3pp | 67.7%+18.8pp |
| Annual return | 12.23% | 135.02%-122.8pp | 419.75%-407.5pp | 35.65%-23.4pp |
| Employer contribution / active EE | $6,740 | $3,716+81.4% | $4,936+36.6% | $2,756+144.5% |
| Participant deferral / active EE | $4,679 | $6,649-29.6% | $8,071-42.0% | $4,299+8.8% |
| Admin fee / account holder | $6,597 | $7,957-17.1% | $13,005-49.3% | $6,940-4.9% |