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 | $173,050 | $112,933+53.2% | $90,970+90.2% | $158,982+8.8% |
| Participation rate | 92.9% | 74.7%+18.1pp | 69.0%+23.8pp | 82.0%+10.9pp |
| Annual return | 14.04% | 215.82%-201.8pp | 134.60%-120.6pp | 302.99%-288.9pp |
| Employer contribution / active EE | $13,843 | $2,893+378.4% | $2,122+552.4% | $4,763+190.6% |
| Participant deferral / active EE | $7,721 | $4,128+87.0% | $3,373+128.9% | $5,983+29.0% |
| Admin fee / account holder | $7,312 | $8,047-9.1% | $5,961+22.7% | $11,252-35.0% |