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 | $127,612 | $102,393+24.6% | $147,041-13.2% | $80,911+57.7% |
| Participation rate | 78.7% | 75.9%+2.9pp | 82.2%-3.4pp | 67.6%+11.1pp |
| Annual return | 14.48% | 134.95%-120.5pp | 419.21%-404.7pp | 35.63%-21.1pp |
| Employer contribution / active EE | $3,545 | $3,715-4.6% | $4,935-28.2% | $2,756+28.6% |
| Participant deferral / active EE | $7,087 | $6,647+6.6% | $8,071-12.2% | $4,297+64.9% |
| Admin fee / account holder | $4,190 | $7,943-47.3% | $13,006-67.8% | $6,935-39.6% |