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 | $147,661 | $90,617+63.0% | $79,476+85.8% | $135,382+9.1% |
| Participation rate | 92.9% | 76.1%+16.8pp | 73.3%+19.5pp | 82.6%+10.2pp |
| Annual return | 9.84% | 977.57%-967.7pp | 718.21%-708.4pp | 519.77%-509.9pp |
| Employer contribution / active EE | $3,193 | $3,068+4.1% | $2,800+14.0% | $4,779-33.2% |
| Participant deferral / active EE | $4,207 | $4,050+3.9% | $3,704+13.6% | $5,609-25.0% |
| Admin fee / account holder | $3,875 | $5,907-34.4% | $5,113-24.2% | $10,829-64.2% |