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 | $128,524 | $123,854+3.8% | $69,623+84.6% | $145,884-11.9% |
| Participation rate | 93.8% | 69.2%+24.5pp | 66.4%+27.3pp | 80.3%+13.4pp |
| Annual return | 13.18% | 192.35%-179.2pp | 101.23%-88.1pp | 551.85%-538.7pp |
| Employer contribution / active EE | $10,068 | $2,673+276.6% | $1,709+489.2% | $4,662+115.9% |
| Participant deferral / active EE | $5,000 | $4,242+17.9% | $2,890+73.0% | $6,690-25.3% |
| Admin fee / account holder | $42,018 | $7,822+437.2% | $4,696+794.8% | $13,392+213.8% |