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 | $130,808 | $77,157+69.5% | $108,405+20.7% | $85,847+52.4% |
| Participation rate | 87.5% | 74.7%+12.8pp | 80.1%+7.4pp | 69.3%+18.2pp |
| Annual return | 16.39% | 44.55%-28.2pp | 905.55%-889.2pp | 318.61%-302.2pp |
| Employer contribution / active EE | $5,885 | $2,379+147.3% | $3,559+65.3% | $2,565+129.4% |
| Participant deferral / active EE | $5,018 | $5,567-9.9% | $6,563-23.5% | $3,952+27.0% |
| Admin fee / account holder | $7,922 | $5,174+53.1% | $7,297+8.6% | $6,261+26.5% |