Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $130,444 | $102,385+27.4% | $147,080-11.3% | $80,935+61.2% |
| Participation rate | 85.7% | 75.9%+9.8pp | 82.2%+3.5pp | 67.7%+18.1pp |
| Annual return | 13.81% | 135.09%-121.3pp | 420.17%-406.4pp | 35.66%-21.8pp |
| Employer contribution / active EE | $3,810 | $3,717+2.5% | $4,933-22.8% | $2,757+38.2% |
| Participant deferral / active EE | $10,903 | $6,651+63.9% | $8,066+35.2% | $4,299+153.6% |
| Admin fee / account holder | $9,364 | $7,951+17.8% | $12,989-27.9% | $6,924+35.2% |