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 | $177,339 | $106,008+67.3% | $92,240+92.3% | $147,586+20.2% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 13.82% | 50.05%-36.2pp | 176.29%-162.5pp | 578.59%-564.8pp |
| Employer contribution / active EE | $18,742 | $4,333+332.5% | $3,680+409.3% | $4,876+284.3% |
| Participant deferral / active EE | $8,567 | $4,478+91.3% | $3,897+119.8% | $5,439+57.5% |
| Admin fee / account holder | $3,916 | $6,333-38.2% | $5,194-24.6% | $10,886-64.0% |