Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $147,471 | $109,344+34.9% | $89,400+65.0% | $158,950-7.2% |
| Participation rate | 81.3% | 74.3%+7.0pp | 68.0%+13.3pp | 82.0%-0.7pp |
| Annual return | 11.91% | 345.73%-333.8pp | 245.64%-233.7pp | 302.91%-291.0pp |
| Employer contribution / active EE | $1,264 | $3,170-60.1% | $2,586-51.1% | $4,762-73.5% |
| Participant deferral / active EE | $4,082 | $4,599-11.2% | $3,890+4.9% | $5,983-31.8% |
| Admin fee / account holder | $1,578 | $6,154-74.4% | $4,882-67.7% | $11,248-86.0% |