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 | $163,964 | $85,171+92.5% | $172,752-5.1% | $72,975+124.7% |
| Participation rate | 84.4% | 70.1%+14.4pp | 82.6%+1.8pp | 69.5%+15.0pp |
| Annual return | 24.11% | 27.32%-3.2pp | 802.97%-778.9pp | 81.01%-56.9pp |
| Employer contribution / active EE | $5,016 | $3,324+50.9% | $5,144-2.5% | $2,440+105.6% |
| Participant deferral / active EE | $6,326 | $3,260+94.1% | $5,198+21.7% | $3,608+75.4% |
| Admin fee / account holder | $3,084 | $5,880-47.6% | $13,955-77.9% | $5,124-39.8% |