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 | $158,624 | $112,131+41.5% | $95,964+65.3% | $158,982-0.2% |
| Participation rate | 81.3% | 79.0%+2.3pp | 77.1%+4.2pp | 82.0%-0.7pp |
| Annual return | 6.55% | 171.19%-164.6pp | 91.64%-85.1pp | 302.99%-296.4pp |
| Employer contribution / active EE | $1,782 | $3,199-44.3% | $2,541-29.9% | $4,763-62.6% |
| Participant deferral / active EE | $3,053 | $4,784-36.2% | $4,167-26.7% | $5,983-49.0% |
| Admin fee / account holder | $4,060 | $10,136-59.9% | $6,797-40.3% | $11,252-63.9% |