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 | $161,671 | $90,614+78.4% | $76,089+112.5% | $145,877+10.8% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 14.07% | 623.80%-609.7pp | 360.94%-346.9pp | 551.28%-537.2pp |
| Employer contribution / active EE | $2,582 | $3,324-22.3% | $2,690-4.0% | $4,663-44.6% |
| Participant deferral / active EE | $6,588 | $5,168+27.5% | $4,259+54.7% | $6,691-1.5% |
| Admin fee / account holder | $821 | $8,376-90.2% | $6,418-87.2% | $13,402-93.9% |