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 | $154,418 | $111,814+38.1% | $93,654+64.9% | $145,959+5.8% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | 12.17% | 203.30%-191.1pp | 133.34%-121.2pp | 561.95%-549.8pp |
| Employer contribution / active EE | $3,234 | $3,092+4.6% | $2,421+33.6% | $4,661-30.6% |
| Participant deferral / active EE | $8,609 | $4,914+75.2% | $4,413+95.1% | $6,689+28.7% |
| Admin fee / account holder | $482 | $10,246-95.3% | $8,282-94.2% | $13,398-96.4% |