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 | $124,382 | $102,429+21.4% | $147,096-15.4% | $80,925+53.7% |
| Participation rate | 96.8% | 75.9%+20.9pp | 82.2%+14.6pp | 67.7%+29.1pp |
| Annual return | 14.71% | 135.02%-120.3pp | 419.75%-405.0pp | 35.65%-20.9pp |
| Employer contribution / active EE | $2,336 | $3,716-37.1% | $4,936-52.7% | $2,756-15.2% |
| Participant deferral / active EE | $7,548 | $6,649+13.5% | $8,071-6.5% | $4,299+75.6% |
| Admin fee / account holder | $7,870 | $7,957-1.1% | $13,005-39.5% | $6,940+13.4% |