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 | $150,452 | $108,897+38.2% | $100,378+49.9% | $145,877+3.1% |
| Participation rate | 95.7% | 83.0%+12.7pp | 81.5%+14.1pp | 80.3%+15.3pp |
| Annual return | 14.91% | 58.17%-43.3pp | 49.41%-34.5pp | 551.28%-536.4pp |
| Employer contribution / active EE | $3,467 | $4,420-21.6% | $3,942-12.0% | $4,663-25.6% |
| Participant deferral / active EE | $7,835 | $8,455-7.3% | $8,087-3.1% | $6,691+17.1% |
| Admin fee / account holder | $2,815 | $9,690-70.9% | $7,899-64.4% | $13,402-79.0% |