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 | $130,537 | $109,411+19.3% | $89,435+46.0% | $158,982-17.9% |
| Participation rate | 81.8% | 74.3%+7.5pp | 68.0%+13.8pp | 82.0%-0.1pp |
| Annual return | 16.99% | 345.68%-328.7pp | 245.55%-228.6pp | 302.99%-286.0pp |
| Employer contribution / active EE | $9,329 | $3,173+194.1% | $2,587+260.6% | $4,763+95.9% |
| Participant deferral / active EE | $6,369 | $4,600+38.5% | $3,890+63.7% | $5,983+6.4% |
| Admin fee / account holder | $3,869 | $6,159-37.2% | $4,884-20.8% | $11,252-65.6% |