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 | $103,287 | $102,422+0.8% | $147,117-29.8% | $80,959+27.6% |
| Participation rate | 78.0% | 75.9%+2.1pp | 82.2%-4.2pp | 67.7%+10.3pp |
| Annual return | 15.05% | 135.16%-120.1pp | 420.54%-405.5pp | 35.67%-20.6pp |
| Employer contribution / active EE | $2,786 | $3,717-25.1% | $4,932-43.5% | $2,757+1.0% |
| Participant deferral / active EE | $7,227 | $6,652+8.6% | $8,065-10.4% | $4,300+68.0% |
| Admin fee / account holder | $426 | $7,953-94.6% | $12,993-96.7% | $6,925-93.8% |