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 | $164,482 | $72,071+128.2% | $68,368+140.6% | $137,256+19.8% |
| Participation rate | 94.7% | 76.2%+18.5pp | 73.8%+21.0pp | 80.0%+14.8pp |
| Annual return | 15.26% | 353.14%-337.9pp | 292.57%-277.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $14,850 | $2,788+432.7% | $2,649+460.6% | $4,156+257.3% |
| Participant deferral / active EE | $15,726 | $4,410+256.6% | $4,123+281.5% | $6,407+145.5% |
| Admin fee / account holder | $5,169 | $5,336-3.1% | $5,150+0.4% | $12,270-57.9% |