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 | $117,608 | $123,750-5.0% | $69,611+68.9% | $145,877-19.4% |
| Participation rate | 71.4% | 69.2%+2.2pp | 66.4%+5.0pp | 80.3%-8.9pp |
| Annual return | 14.09% | 192.03%-177.9pp | 101.14%-87.1pp | 551.28%-537.2pp |
| Employer contribution / active EE | $2,843 | $2,672+6.4% | $1,709+66.4% | $4,663-39.0% |
| Participant deferral / active EE | $12,180 | $4,243+187.1% | $2,891+321.4% | $6,691+82.1% |
| Admin fee / account holder | $8,686 | $7,817+11.1% | $4,696+85.0% | $13,402-35.2% |