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 | $155,843 | $112,131+39.0% | $95,964+62.4% | $158,982-2.0% |
| Participation rate | 95.7% | 79.0%+16.7pp | 77.1%+18.6pp | 82.0%+13.7pp |
| Annual return | 10.72% | 171.19%-160.5pp | 91.64%-80.9pp | 302.99%-292.3pp |
| Employer contribution / active EE | $2,576 | $3,199-19.5% | $2,541+1.4% | $4,763-45.9% |
| Participant deferral / active EE | $8,219 | $4,784+71.8% | $4,167+97.2% | $5,983+37.4% |
| Admin fee / account holder | $17,395 | $10,136+71.6% | $6,797+155.9% | $11,252+54.6% |