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 | $113,971 | $102,385+11.3% | $147,080-22.5% | $80,935+40.8% |
| Participation rate | 71.1% | 75.9%-4.8pp | 82.2%-11.1pp | 67.7%+3.4pp |
| Annual return | 15.57% | 135.09%-119.5pp | 420.17%-404.6pp | 35.66%-20.1pp |
| Employer contribution / active EE | $3,821 | $3,717+2.8% | $4,933-22.5% | $2,757+38.6% |
| Participant deferral / active EE | $10,620 | $6,651+59.7% | $8,066+31.7% | $4,299+147.0% |
| Admin fee / account holder | $22,639 | $7,951+184.7% | $12,989+74.3% | $6,924+226.9% |