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 | $166,231 | $98,776+68.3% | $149,745+11.0% | $79,856+108.2% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.5%+13.5pp | 69.6%+26.4pp |
| Annual return | 14.04% | 27.38%-13.3pp | 276.72%-262.7pp | 31.71%-17.7pp |
| Employer contribution / active EE | $5,395 | $3,217+67.7% | $4,646+16.1% | $2,471+118.3% |
| Participant deferral / active EE | $9,957 | $5,681+75.3% | $6,843+45.5% | $3,741+166.2% |
| Admin fee / account holder | $3,842 | $6,053-36.5% | $9,312-58.7% | $5,306-27.6% |