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 | $135,260 | $112,933+19.8% | $90,970+48.7% | $158,982-14.9% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 13.07% | 215.82%-202.8pp | 134.60%-121.5pp | 302.99%-289.9pp |
| Employer contribution / active EE | $1,603 | $2,893-44.6% | $2,122-24.5% | $4,763-66.4% |
| Participant deferral / active EE | $2,660 | $4,128-35.6% | $3,373-21.1% | $5,983-55.5% |
| Admin fee / account holder | $15,235 | $8,047+89.3% | $5,961+155.6% | $11,252+35.4% |