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 | $112,228 | $102,385+9.6% | $147,080-23.7% | $80,935+38.7% |
| Participation rate | 82.8% | 75.9%+6.9pp | 82.2%+0.6pp | 67.7%+15.1pp |
| Annual return | 28.89% | 135.09%-106.2pp | 420.17%-391.3pp | 35.66%-6.8pp |
| Employer contribution / active EE | $4,628 | $3,717+24.5% | $4,933-6.2% | $2,757+67.9% |
| Participant deferral / active EE | $12,163 | $6,651+82.9% | $8,066+50.8% | $4,299+182.9% |
| Admin fee / account holder | $13,117 | $7,951+65.0% | $12,989+1.0% | $6,924+89.4% |