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 | $126,192 | $102,429+23.2% | $147,096-14.2% | $80,925+55.9% |
| Participation rate | 92.5% | 75.9%+16.6pp | 82.2%+10.3pp | 67.7%+24.8pp |
| Annual return | 14.34% | 135.02%-120.7pp | 419.75%-405.4pp | 35.65%-21.3pp |
| Employer contribution / active EE | $3,449 | $3,716-7.2% | $4,936-30.1% | $2,756+25.1% |
| Participant deferral / active EE | $8,164 | $6,649+22.8% | $8,071+1.2% | $4,299+89.9% |
| Admin fee / account holder | $3,524 | $7,957-55.7% | $13,005-72.9% | $6,940-49.2% |