Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $152,009 | $100,073+51.9% | $85,126+78.6% | $145,877+4.2% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 10.39% | 84.11%-73.7pp | 66.63%-56.2pp | 551.28%-540.9pp |
| Employer contribution / active EE | $4,188 | $3,236+29.4% | $2,731+53.3% | $4,663-10.2% |
| Participant deferral / active EE | $11,667 | $5,294+120.4% | $4,523+157.9% | $6,691+74.4% |
| Admin fee / account holder | $4,220 | $7,261-41.9% | $6,160-31.5% | $13,402-68.5% |