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 | $142,022 | $175,259-19.0% | $149,723-5.1% | $139,487+1.8% |
| Participation rate | 78.6% | 83.4%-4.8pp | 78.8%-0.2pp | 80.3%-1.8pp |
| Annual return | 21.14% | 166.82%-145.7pp | 134.50%-113.4pp | 373.84%-352.7pp |
| Employer contribution / active EE | $3,480 | $5,478-36.5% | $4,821-27.8% | $4,755-26.8% |
| Participant deferral / active EE | $5,225 | $6,522-19.9% | $5,682-8.0% | $6,713-22.2% |
| Admin fee / account holder | $10,072 | $16,158-37.7% | $13,215-23.8% | $11,407-11.7% |