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 | $168,201 | $102,382+64.3% | $147,005+14.4% | $80,874+108.0% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.2%+14.8pp | 67.6%+29.3pp |
| Annual return | 14.71% | 134.89%-120.2pp | 418.76%-404.1pp | 35.62%-20.9pp |
| Employer contribution / active EE | $15,666 | $3,715+321.7% | $4,934+217.5% | $2,756+468.5% |
| Participant deferral / active EE | $13,752 | $6,646+106.9% | $8,070+70.4% | $4,297+220.0% |
| Admin fee / account holder | $13,771 | $7,942+73.4% | $13,006+5.9% | $6,935+98.6% |