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 | $121,497 | $97,027+25.2% | $83,323+45.8% | $135,382-10.3% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | 160.27% | 12.31%+148.0pp | 10.63%+149.6pp | 519.77%-359.5pp |
| Employer contribution / active EE | $2,163 | $4,143-47.8% | $3,379-36.0% | $4,779-54.7% |
| Participant deferral / active EE | $5,000 | $5,964-16.2% | $5,565-10.2% | $5,609-10.9% |
| Admin fee / account holder | $4,567 | $8,427-45.8% | $7,539-39.4% | $10,829-57.8% |