Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $159,767 | $111,785+42.9% | $93,669+70.6% | $145,877+9.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 9.64% | 203.79%-194.1pp | 133.59%-124.0pp | 551.28%-541.6pp |
| Employer contribution / active EE | $3,531 | $3,096+14.0% | $2,424+45.7% | $4,663-24.3% |
| Participant deferral / active EE | $7,945 | $4,919+61.5% | $4,416+79.9% | $6,691+18.7% |
| Admin fee / account holder | $17,325 | $10,256+68.9% | $8,291+109.0% | $13,402+29.3% |