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 | $129,739 | $185,199-29.9% | $142,874-9.2% | $167,518-22.6% |
| Participation rate | 77.8% | 78.5%-0.7pp | 72.0%+5.8pp | 82.1%-4.3pp |
| Annual return | 14.24% | 8556.90%-8542.7pp | 5638.58%-5624.3pp | 478.71%-464.5pp |
| Employer contribution / active EE | $3,166 | $5,606-43.5% | $4,145-23.6% | $4,838-34.6% |
| Participant deferral / active EE | $9,338 | $4,495+107.7% | $3,838+143.3% | $6,342+47.2% |
| Admin fee / account holder | $11,631 | $8,031+44.8% | $6,561+77.3% | $12,312-5.5% |