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 | $135,192 | $102,385+32.0% | $147,080-8.1% | $80,935+67.0% |
| Participation rate | 77.8% | 75.9%+1.9pp | 82.2%-4.4pp | 67.7%+10.1pp |
| Annual return | 12.29% | 135.09%-122.8pp | 420.17%-407.9pp | 35.66%-23.4pp |
| Employer contribution / active EE | $4,386 | $3,717+18.0% | $4,933-11.1% | $2,757+59.1% |
| Participant deferral / active EE | $7,496 | $6,651+12.7% | $8,066-7.1% | $4,299+74.4% |
| Admin fee / account holder | $7,724 | $7,951-2.9% | $12,989-40.5% | $6,924+11.5% |