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 | $185,194 | $82,674+124.0% | $125,381+47.7% | $68,486+170.4% |
| Participation rate | 85.2% | 75.1%+10.1pp | 82.4%+2.8pp | 67.9%+17.3pp |
| Annual return | 48.80% | -5.97%+54.8pp | 572.31%-523.5pp | -7.85%+56.7pp |
| Employer contribution / active EE | $2,984 | $3,382-11.8% | $4,815-38.0% | $2,597+14.9% |
| Participant deferral / active EE | $8,732 | $6,111+42.9% | $7,448+17.2% | $4,028+116.8% |
| Admin fee / account holder | $1,211 | $6,277-80.7% | $10,007-87.9% | $5,404-77.6% |