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 | $163,712 | $198,457-17.5% | $170,435-3.9% | $147,586+10.9% |
| Participation rate | 70.0% | 88.0%-18.0pp | 83.6%-13.6pp | 82.8%-12.8pp |
| Annual return | 13.94% | 257.30%-243.4pp | 205.94%-192.0pp | 578.59%-564.7pp |
| Employer contribution / active EE | $7,944 | $6,183+28.5% | $5,432+46.2% | $4,876+62.9% |
| Participant deferral / active EE | $3,753 | $5,629-33.3% | $4,939-24.0% | $5,439-31.0% |
| Admin fee / account holder | $1,279 | $16,852-92.4% | $13,881-90.8% | $10,886-88.3% |