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 | $151,153 | $102,385+47.6% | $147,080+2.8% | $80,935+86.8% |
| Participation rate | 85.0% | 75.9%+9.1pp | 82.2%+2.8pp | 67.7%+17.3pp |
| Annual return | 15.67% | 135.09%-119.4pp | 420.17%-404.5pp | 35.66%-20.0pp |
| Employer contribution / active EE | $3,483 | $3,717-6.3% | $4,933-29.4% | $2,757+26.3% |
| Participant deferral / active EE | $8,911 | $6,651+34.0% | $8,066+10.5% | $4,299+107.2% |
| Admin fee / account holder | $2,037 | $7,951-74.4% | $12,989-84.3% | $6,924-70.6% |