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 | $178,286 | $102,385+74.1% | $147,080+21.2% | $80,935+120.3% |
| Participation rate | 86.4% | 75.9%+10.6pp | 82.2%+4.3pp | 67.7%+18.8pp |
| Annual return | 14.73% | 135.09%-120.4pp | 420.17%-405.4pp | 35.66%-20.9pp |
| Employer contribution / active EE | $7,075 | $3,717+90.4% | $4,933+43.4% | $2,757+156.6% |
| Participant deferral / active EE | $7,221 | $6,651+8.6% | $8,066-10.5% | $4,299+67.9% |
| Admin fee / account holder | $913 | $7,951-88.5% | $12,989-93.0% | $6,924-86.8% |