Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $85,010 | $102,429-17.0% | $147,096-42.2% | $80,925+5.0% |
| Participation rate | 86.3% | 75.9%+10.4pp | 82.2%+4.1pp | 67.7%+18.6pp |
| Annual return | 13.63% | 135.02%-121.4pp | 419.75%-406.1pp | 35.65%-22.0pp |
| Employer contribution / active EE | $2,493 | $3,716-32.9% | $4,936-49.5% | $2,756-9.6% |
| Participant deferral / active EE | $6,049 | $6,649-9.0% | $8,071-25.1% | $4,299+40.7% |
| Admin fee / account holder | $2,484 | $7,957-68.8% | $13,005-80.9% | $6,940-64.2% |