Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $157,140 | $111,830+40.5% | $93,696+67.7% | $145,884+7.7% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 13.73% | 204.08%-190.3pp | 133.74%-120.0pp | 551.85%-538.1pp |
| Employer contribution / active EE | $3,687 | $3,093+19.2% | $2,422+52.2% | $4,662-20.9% |
| Participant deferral / active EE | $10,119 | $4,920+105.7% | $4,417+129.1% | $6,690+51.3% |
| Admin fee / account holder | $4,418 | $10,249-56.9% | $8,287-46.7% | $13,392-67.0% |