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 | $122,396 | $60,139+103.5% | $90,461+35.3% | $79,856+53.3% |
| Participation rate | 88.5% | 65.0%+23.5pp | 72.7%+15.8pp | 69.6%+18.8pp |
| Annual return | 23.64% | 71.96%-48.3pp | 1294.76%-1271.1pp | 31.71%-8.1pp |
| Employer contribution / active EE | $2,604 | $2,069+25.9% | $3,264-20.2% | $2,471+5.4% |
| Participant deferral / active EE | $5,318 | $2,939+81.0% | $3,964+34.2% | $3,741+42.2% |
| Admin fee / account holder | $9,107 | $3,978+128.9% | $5,617+62.1% | $5,306+71.6% |