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 | $121,756 | $56,134+116.9% | $96,171+26.6% | $85,847+41.8% |
| Participation rate | 89.3% | 56.7%+32.6pp | 68.4%+20.9pp | 69.3%+20.0pp |
| Annual return | 14.65% | 42.30%-27.7pp | 192.04%-177.4pp | 318.61%-304.0pp |
| Employer contribution / active EE | $3,264 | $1,620+101.5% | $2,799+16.6% | $2,565+27.2% |
| Participant deferral / active EE | $4,266 | $2,858+49.3% | $4,350-1.9% | $3,952+7.9% |
| Admin fee / account holder | $1,269 | $3,769-66.3% | $5,538-77.1% | $6,261-79.7% |