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 | $168,523 | $102,422+64.5% | $147,117+14.6% | $80,959+108.2% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 13.81% | 135.16%-121.3pp | 420.54%-406.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $9,637 | $3,717+159.3% | $4,932+95.4% | $2,757+249.5% |
| Participant deferral / active EE | $8,642 | $6,652+29.9% | $8,065+7.2% | $4,300+101.0% |
| Admin fee / account holder | $31,386 | $7,953+294.6% | $12,993+141.6% | $6,925+353.2% |