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 | $117,597 | $102,595+14.6% | $94,057+25.0% | $154,746-24.0% |
| Participation rate | 88.2% | 76.0%+12.2pp | 73.3%+14.9pp | 80.7%+7.5pp |
| Annual return | 13.36% | 583.42%-570.1pp | 480.62%-467.3pp | 172.34%-159.0pp |
| Employer contribution / active EE | $3,505 | $3,147+11.4% | $2,933+19.5% | $4,379-20.0% |
| Participant deferral / active EE | $5,463 | $5,118+6.7% | $4,709+16.0% | $6,730-18.8% |
| Admin fee / account holder | $3,414 | $7,736-55.9% | $7,244-52.9% | $14,365-76.2% |