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 | $96,306 | $102,422-6.0% | $147,117-34.5% | $80,959+19.0% |
| Participation rate | 91.5% | 75.9%+15.6pp | 82.2%+9.3pp | 67.7%+23.8pp |
| Annual return | 14.64% | 135.16%-120.5pp | 420.54%-405.9pp | 35.67%-21.0pp |
| Employer contribution / active EE | $1,757 | $3,717-52.7% | $4,932-64.4% | $2,757-36.3% |
| Participant deferral / active EE | $5,755 | $6,652-13.5% | $8,065-28.6% | $4,300+33.8% |
| Admin fee / account holder | $1,135 | $7,953-85.7% | $12,993-91.3% | $6,925-83.6% |