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 | $171,335 | $102,595+67.0% | $94,057+82.2% | $154,746+10.7% |
| Participation rate | 94.4% | 76.0%+18.4pp | 73.3%+21.1pp | 80.7%+13.7pp |
| Annual return | 18.05% | 583.42%-565.4pp | 480.62%-462.6pp | 172.34%-154.3pp |
| Employer contribution / active EE | $10,528 | $3,147+234.5% | $2,933+258.9% | $4,379+140.4% |
| Participant deferral / active EE | $13,129 | $5,118+156.5% | $4,709+178.8% | $6,730+95.1% |
| Admin fee / account holder | $1,304 | $7,736-83.1% | $7,244-82.0% | $14,365-90.9% |