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 | $162,688 | $102,393+58.9% | $147,041+10.6% | $80,911+101.1% |
| Participation rate | 95.0% | 75.9%+19.1pp | 82.2%+12.8pp | 67.6%+27.4pp |
| Annual return | 15.49% | 134.95%-119.5pp | 419.21%-403.7pp | 35.63%-20.1pp |
| Employer contribution / active EE | $2,880 | $3,715-22.5% | $4,935-41.6% | $2,756+4.5% |
| Participant deferral / active EE | $10,113 | $6,647+52.1% | $8,071+25.3% | $4,297+135.3% |
| Admin fee / account holder | $6,588 | $7,943-17.1% | $13,006-49.3% | $6,935-5.0% |