Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $147,049 | $209,425-29.8% | $178,499-17.6% | $158,966-7.5% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 9.83% | 188.80%-179.0pp | 151.10%-141.3pp | 302.95%-293.1pp |
| Employer contribution / active EE | $10,618 | $5,707+86.0% | $5,011+111.9% | $4,762+123.0% |
| Participant deferral / active EE | $11,236 | $5,955+88.7% | $5,202+116.0% | $5,983+87.8% |
| Admin fee / account holder | $44,728 | $17,078+161.9% | $13,986+219.8% | $11,250+297.6% |