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 | $161,452 | $102,422+57.6% | $147,117+9.7% | $80,959+99.4% |
| Participation rate | 78.3% | 75.9%+2.4pp | 82.2%-3.9pp | 67.7%+10.6pp |
| Annual return | 18.84% | 135.16%-116.3pp | 420.54%-401.7pp | 35.67%-16.8pp |
| Employer contribution / active EE | $4,146 | $3,717+11.5% | $4,932-15.9% | $2,757+50.4% |
| Participant deferral / active EE | $9,778 | $6,652+47.0% | $8,065+21.2% | $4,300+127.4% |
| Admin fee / account holder | $11,174 | $7,953+40.5% | $12,993-14.0% | $6,925+61.3% |