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 | $162,461 | $102,429+58.6% | $147,096+10.4% | $80,925+100.8% |
| Participation rate | 95.6% | 75.9%+19.7pp | 82.2%+13.4pp | 67.7%+27.9pp |
| Annual return | 12.80% | 135.02%-122.2pp | 419.75%-407.0pp | 35.65%-22.9pp |
| Employer contribution / active EE | $4,018 | $3,716+8.1% | $4,936-18.6% | $2,756+45.8% |
| Participant deferral / active EE | $9,178 | $6,649+38.0% | $8,071+13.7% | $4,299+113.5% |
| Admin fee / account holder | $11,640 | $7,957+46.3% | $13,005-10.5% | $6,940+67.7% |