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 | $154,921 | $105,198+47.3% | $159,455-2.8% | $85,856+80.4% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.8%+1.8pp | 69.3%+15.3pp |
| Annual return | 44.80% | 45.08%-0.3pp | 263.63%-218.8pp | 318.58%-273.8pp |
| Employer contribution / active EE | $2,053 | $3,319-38.1% | $4,830-57.5% | $2,565-20.0% |
| Participant deferral / active EE | $9,800 | $5,946+64.8% | $7,353+33.3% | $3,952+148.0% |
| Admin fee / account holder | $5,793 | $6,934-16.5% | $10,800-46.4% | $6,261-7.5% |