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 | $169,324 | $102,382+65.4% | $147,005+15.2% | $80,874+109.4% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.2%+9.8pp | 67.6%+24.4pp |
| Annual return | 26.50% | 134.89%-108.4pp | 418.76%-392.3pp | 35.62%-9.1pp |
| Employer contribution / active EE | $3,800 | $3,715+2.3% | $4,934-23.0% | $2,756+37.9% |
| Participant deferral / active EE | $7,644 | $6,646+15.0% | $8,070-5.3% | $4,297+77.9% |
| Admin fee / account holder | $984 | $7,942-87.6% | $13,006-92.4% | $6,935-85.8% |