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 | $187,745 | $102,422+83.3% | $147,117+27.6% | $80,959+131.9% |
| Participation rate | 72.1% | 75.9%-3.7pp | 82.2%-10.1pp | 67.7%+4.5pp |
| Annual return | 23.85% | 135.16%-111.3pp | 420.54%-396.7pp | 35.67%-11.8pp |
| Employer contribution / active EE | $3,582 | $3,717-3.6% | $4,932-27.4% | $2,757+29.9% |
| Participant deferral / active EE | $9,861 | $6,652+48.2% | $8,065+22.3% | $4,300+129.3% |
| Admin fee / account holder | $5,763 | $7,953-27.5% | $12,993-55.6% | $6,925-16.8% |