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 | $174,556 | $102,385+70.5% | $147,080+18.7% | $80,935+115.7% |
| Participation rate | 87.0% | 75.9%+11.2pp | 82.2%+4.9pp | 67.7%+19.4pp |
| Annual return | 16.49% | 135.09%-118.6pp | 420.17%-403.7pp | 35.66%-19.2pp |
| Employer contribution / active EE | $7,133 | $3,717+91.9% | $4,933+44.6% | $2,757+158.7% |
| Participant deferral / active EE | $6,304 | $6,651-5.2% | $8,066-21.9% | $4,299+46.6% |
| Admin fee / account holder | $1,380 | $7,951-82.6% | $12,989-89.4% | $6,924-80.1% |