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 | $181,439 | $80,812+124.5% | $160,784+12.8% | $82,448+120.1% |
| Participation rate | 73.2% | 66.2%+6.9pp | 77.0%-3.8pp | 68.1%+5.1pp |
| Annual return | 14.94% | 100.59%-85.6pp | 1803.92%-1789.0pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,857 | $2,174-14.6% | $3,733-50.3% | $2,551-27.2% |
| Participant deferral / active EE | $9,951 | $4,335+129.5% | $6,293+58.1% | $4,139+140.4% |
| Admin fee / account holder | $978 | $7,695-87.3% | $9,717-89.9% | $7,234-86.5% |