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 | $164,472 | $100,895+63.0% | $90,430+81.9% | $158,950+3.5% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 12.28% | 1725.54%-1713.3pp | 1293.73%-1281.4pp | 302.91%-290.6pp |
| Employer contribution / active EE | $2,196 | $3,689-40.5% | $3,262-32.7% | $4,762-53.9% |
| Participant deferral / active EE | $3,458 | $4,347-20.5% | $3,963-12.7% | $5,983-42.2% |
| Admin fee / account holder | $14,653 | $6,505+125.2% | $5,613+161.0% | $11,248+30.3% |