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 | $122,849 | $105,210+16.8% | $159,487-23.0% | $85,851+43.1% |
| Participation rate | 93.2% | 75.8%+17.4pp | 82.8%+10.3pp | 69.3%+23.9pp |
| Annual return | 14.09% | 45.08%-31.0pp | 263.71%-249.6pp | 318.63%-304.5pp |
| Employer contribution / active EE | $3,726 | $3,319+12.3% | $4,831-22.9% | $2,565+45.2% |
| Participant deferral / active EE | $9,234 | $5,946+55.3% | $7,354+25.6% | $3,952+133.6% |
| Admin fee / account holder | $5,664 | $6,934-18.3% | $10,804-47.6% | $6,261-9.5% |