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 | $155,737 | $125,184+24.4% | $105,607+47.5% | $145,884+6.8% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.0pp |
| Annual return | 10.65% | 225.00%-214.3pp | 116.11%-105.5pp | 551.85%-541.2pp |
| Employer contribution / active EE | $2,470 | $3,720-33.6% | $3,167-22.0% | $4,662-47.0% |
| Participant deferral / active EE | $10,758 | $5,714+88.3% | $5,011+114.7% | $6,690+60.8% |
| Admin fee / account holder | $32,575 | $17,133+90.1% | $10,958+197.3% | $13,392+143.2% |