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 | $167,780 | $125,190+34.0% | $105,624+58.8% | $145,897+15.0% |
| Participation rate | 88.2% | 77.6%+10.6pp | 75.3%+13.0pp | 80.3%+7.9pp |
| Annual return | 11.24% | 225.22%-214.0pp | 116.20%-105.0pp | 552.29%-541.1pp |
| Employer contribution / active EE | $15,413 | $3,720+314.3% | $3,168+386.6% | $4,663+230.6% |
| Participant deferral / active EE | $8,393 | $5,716+46.8% | $5,013+67.4% | $6,689+25.5% |
| Admin fee / account holder | $54,035 | $17,138+215.3% | $10,961+393.0% | $13,390+303.5% |