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 | $125,626 | $63,346+98.3% | $92,240+36.2% | $70,126+79.1% |
| Participation rate | 95.4% | 68.7%+26.7pp | 76.5%+18.9pp | 69.5%+25.8pp |
| Annual return | 16.82% | 530.19%-513.4pp | 176.29%-159.5pp | 73.15%-56.3pp |
| Employer contribution / active EE | $1,920 | $2,471-22.3% | $3,680-47.8% | $2,343-18.0% |
| Participant deferral / active EE | $6,379 | $2,854+123.5% | $3,897+63.7% | $3,332+91.4% |
| Admin fee / account holder | $5,348 | $3,841+39.2% | $5,194+3.0% | $4,645+15.1% |