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 | $128,931 | $105,200+22.6% | $159,474-19.2% | $85,847+50.2% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.8%+14.1pp | 69.3%+27.7pp |
| Annual return | 14.50% | 45.08%-30.6pp | 263.68%-249.2pp | 318.61%-304.1pp |
| Employer contribution / active EE | $3,906 | $3,319+17.7% | $4,831-19.1% | $2,565+52.3% |
| Participant deferral / active EE | $9,284 | $5,946+56.2% | $7,353+26.3% | $3,952+134.9% |
| Admin fee / account holder | $9,573 | $6,934+38.0% | $10,802-11.4% | $6,261+52.9% |