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 | $227,336 | $154,754+46.9% | $124,206+83.0% | $138,895+63.7% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.6%+10.4pp | 79.9%+0.1pp |
| Annual return | 18.12% | 709.28%-691.2pp | 515.27%-497.2pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,962 | $4,446-55.9% | $3,540-44.6% | $4,194-53.2% |
| Participant deferral / active EE | $12,803 | $4,621+177.1% | $3,968+222.7% | $6,396+100.2% |
| Admin fee / account holder | $1,927 | $6,690-71.2% | $5,929-67.5% | $12,562-84.7% |