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 | $120,361 | $102,422+17.5% | $147,117-18.2% | $80,959+48.7% |
| Participation rate | 86.8% | 75.9%+11.0pp | 82.2%+4.7pp | 67.7%+19.2pp |
| Annual return | 21.91% | 135.16%-113.2pp | 420.54%-398.6pp | 35.67%-13.8pp |
| Employer contribution / active EE | $6,255 | $3,717+68.3% | $4,932+26.8% | $2,757+126.9% |
| Participant deferral / active EE | $9,798 | $6,652+47.3% | $8,065+21.5% | $4,300+127.8% |
| Admin fee / account holder | $20,608 | $7,953+159.1% | $12,993+58.6% | $6,925+197.6% |