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 | $173,898 | $102,429+69.8% | $147,096+18.2% | $80,925+114.9% |
| Participation rate | 92.3% | 75.9%+16.4pp | 82.2%+10.1pp | 67.7%+24.6pp |
| Annual return | 78.75% | 135.02%-56.3pp | 419.75%-341.0pp | 35.65%+43.1pp |
| Employer contribution / active EE | $1,465 | $3,716-60.6% | $4,936-70.3% | $2,756-46.9% |
| Participant deferral / active EE | $5,740 | $6,649-13.7% | $8,071-28.9% | $4,299+33.5% |
| Admin fee / account holder | $4,953 | $7,957-37.7% | $13,005-61.9% | $6,940-28.6% |