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 | $169,958 | $100,203+69.6% | $85,240+99.4% | $145,897+16.5% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 11.82% | 84.28%-72.5pp | 66.75%-54.9pp | 552.29%-540.5pp |
| Employer contribution / active EE | $6,159 | $3,242+90.0% | $2,735+125.2% | $4,663+32.1% |
| Participant deferral / active EE | $6,322 | $5,299+19.3% | $4,527+39.7% | $6,689-5.5% |
| Admin fee / account holder | $43,341 | $7,265+496.6% | $6,165+603.0% | $13,390+223.7% |