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 | $165,343 | $102,429+61.4% | $147,096+12.4% | $80,925+104.3% |
| Participation rate | 72.7% | 75.9%-3.1pp | 82.2%-9.5pp | 67.7%+5.1pp |
| Annual return | 13.62% | 135.02%-121.4pp | 419.75%-406.1pp | 35.65%-22.0pp |
| Employer contribution / active EE | $1,093 | $3,716-70.6% | $4,936-77.8% | $2,756-60.3% |
| Participant deferral / active EE | $6,206 | $6,649-6.7% | $8,071-23.1% | $4,299+44.4% |
| Admin fee / account holder | $11,530 | $7,957+44.9% | $13,005-11.3% | $6,940+66.1% |