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 | $166,006 | $154,209+7.7% | $130,062+27.6% | $139,487+19.0% |
| Participation rate | 93.8% | 82.0%+11.8pp | 78.5%+15.2pp | 80.3%+13.4pp |
| Annual return | 19.86% | 32.52%-12.7pp | -137.37%+157.2pp | 373.84%-354.0pp |
| Employer contribution / active EE | $8,144 | $5,292+53.9% | $4,322+88.4% | $4,755+71.3% |
| Participant deferral / active EE | $3,545 | $6,709-47.2% | $5,821-39.1% | $6,713-47.2% |
| Admin fee / account holder | $1,202 | $13,988-91.4% | $10,601-88.7% | $11,407-89.5% |