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 | $168,246 | $98,776+70.3% | $149,745+12.4% | $79,856+110.7% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.5%+9.2pp | 69.6%+22.0pp |
| Annual return | 14.41% | 27.38%-13.0pp | 276.72%-262.3pp | 31.71%-17.3pp |
| Employer contribution / active EE | $10,917 | $3,217+239.3% | $4,646+135.0% | $2,471+341.8% |
| Participant deferral / active EE | $9,060 | $5,681+59.5% | $6,843+32.4% | $3,741+142.2% |
| Admin fee / account holder | $13,204 | $6,053+118.1% | $9,312+41.8% | $5,306+148.8% |