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 | $126,822 | $102,385+23.9% | $147,080-13.8% | $80,935+56.7% |
| Participation rate | 93.0% | 75.9%+17.1pp | 82.2%+10.8pp | 67.7%+25.3pp |
| Annual return | 15.17% | 135.09%-119.9pp | 420.17%-405.0pp | 35.66%-20.5pp |
| Employer contribution / active EE | $1,666 | $3,717-55.2% | $4,933-66.2% | $2,757-39.6% |
| Participant deferral / active EE | $3,896 | $6,651-41.4% | $8,066-51.7% | $4,299-9.4% |
| Admin fee / account holder | $21,863 | $7,951+175.0% | $12,989+68.3% | $6,924+215.7% |