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 | $171,927 | $102,429+67.9% | $147,096+16.9% | $80,925+112.5% |
| Participation rate | 82.1% | 75.9%+6.2pp | 82.2%-0.1pp | 67.7%+14.4pp |
| Annual return | 14.93% | 135.02%-120.1pp | 419.75%-404.8pp | 35.65%-20.7pp |
| Employer contribution / active EE | $4,560 | $3,716+22.7% | $4,936-7.6% | $2,756+65.4% |
| Participant deferral / active EE | $12,439 | $6,649+87.1% | $8,071+54.1% | $4,299+189.4% |
| Admin fee / account holder | $9,461 | $7,957+18.9% | $13,005-27.3% | $6,940+36.3% |