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 | $110,974 | $102,422+8.3% | $147,117-24.6% | $80,959+37.1% |
| Participation rate | 84.1% | 75.9%+8.2pp | 82.2%+1.9pp | 67.7%+16.4pp |
| Annual return | 33.50% | 135.16%-101.7pp | 420.54%-387.0pp | 35.67%-2.2pp |
| Employer contribution / active EE | $5,244 | $3,717+41.1% | $4,932+6.3% | $2,757+90.2% |
| Participant deferral / active EE | $11,550 | $6,652+73.6% | $8,065+43.2% | $4,300+168.6% |
| Admin fee / account holder | $10,060 | $7,953+26.5% | $12,993-22.6% | $6,925+45.3% |