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 | $155,687 | $88,702+75.5% | $81,780+90.4% | $145,978+6.7% |
| Participation rate | 81.0% | 75.0%+5.9pp | 72.4%+8.6pp | 80.3%+0.7pp |
| Annual return | 15.01% | 1029.12%-1014.1pp | 776.27%-761.3pp | 550.52%-535.5pp |
| Employer contribution / active EE | $2,143 | $3,084-30.5% | $2,914-26.4% | $4,662-54.0% |
| Participant deferral / active EE | $3,250 | $4,645-30.0% | $4,321-24.8% | $6,690-51.4% |
| Admin fee / account holder | $1,633 | $8,414-80.6% | $7,384-77.9% | $13,400-87.8% |