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 | $115,432 | $91,537+26.1% | $130,045-11.2% | $75,173+53.6% |
| Participation rate | 89.1% | 71.5%+17.7pp | 78.5%+10.6pp | 67.2%+21.9pp |
| Annual return | 14.42% | -631.55%+646.0pp | -137.30%+151.7pp | 160.72%-146.3pp |
| Employer contribution / active EE | $4,773 | $2,845+67.8% | $4,321+10.4% | $2,671+78.7% |
| Participant deferral / active EE | $5,451 | $4,343+25.5% | $5,820-6.3% | $4,126+32.1% |
| Admin fee / account holder | $1,596 | $6,780-76.5% | $10,600-84.9% | $5,651-71.8% |