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 | $145,320 | $102,385+41.9% | $147,080-1.2% | $80,935+79.6% |
| Participation rate | 84.8% | 75.9%+8.9pp | 82.2%+2.6pp | 67.7%+17.1pp |
| Annual return | 14.00% | 135.09%-121.1pp | 420.17%-406.2pp | 35.66%-21.7pp |
| Employer contribution / active EE | $4,839 | $3,717+30.2% | $4,933-1.9% | $2,757+75.5% |
| Participant deferral / active EE | $9,752 | $6,651+46.6% | $8,066+20.9% | $4,299+126.8% |
| Admin fee / account holder | $10,052 | $7,951+26.4% | $12,989-22.6% | $6,924+45.2% |