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 | $151,009 | $108,897+38.7% | $100,378+50.4% | $145,877+3.5% |
| Participation rate | 90.9% | 83.0%+7.9pp | 81.5%+9.4pp | 80.3%+10.6pp |
| Annual return | 11.61% | 58.17%-46.6pp | 49.41%-37.8pp | 551.28%-539.7pp |
| Employer contribution / active EE | $5,364 | $4,420+21.3% | $3,942+36.1% | $4,663+15.0% |
| Participant deferral / active EE | $12,334 | $8,455+45.9% | $8,087+52.5% | $6,691+84.3% |
| Admin fee / account holder | $16,073 | $9,690+65.9% | $7,899+103.5% | $13,402+19.9% |