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 | $132,470 | $112,935+17.3% | $90,970+45.6% | $158,966-16.7% |
| Participation rate | 77.8% | 74.7%+3.0pp | 69.0%+8.8pp | 82.0%-4.2pp |
| Annual return | 8.73% | 215.79%-207.1pp | 134.58%-125.9pp | 302.95%-294.2pp |
| Employer contribution / active EE | $2,365 | $2,895-18.3% | $2,122+11.4% | $4,762-50.3% |
| Participant deferral / active EE | $3,375 | $4,129-18.3% | $3,3730% | $5,983-43.6% |
| Admin fee / account holder | $1,505 | $8,045-81.3% | $5,960-74.7% | $11,250-86.6% |