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 | $154,764 | $102,393+51.1% | $147,041+5.3% | $80,911+91.3% |
| Participation rate | 83.2% | 75.9%+7.3pp | 82.2%+1.0pp | 67.6%+15.5pp |
| Annual return | 15.61% | 134.95%-119.3pp | 419.21%-403.6pp | 35.63%-20.0pp |
| Employer contribution / active EE | $4,048 | $3,715+9.0% | $4,935-18.0% | $2,756+46.9% |
| Participant deferral / active EE | $9,956 | $6,647+49.8% | $8,071+23.4% | $4,297+131.7% |
| Admin fee / account holder | $6,076 | $7,943-23.5% | $13,006-53.3% | $6,935-12.4% |