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 | $86,240 | $102,429-15.8% | $147,096-41.4% | $80,925+6.6% |
| Participation rate | 82.4% | 75.9%+6.5pp | 82.2%+0.2pp | 67.7%+14.7pp |
| Annual return | 12.47% | 135.02%-122.6pp | 419.75%-407.3pp | 35.65%-23.2pp |
| Employer contribution / active EE | $3,702 | $3,716-0.4% | $4,936-25.0% | $2,756+34.3% |
| Participant deferral / active EE | $10,169 | $6,649+52.9% | $8,071+26.0% | $4,299+136.6% |
| Admin fee / account holder | $6,919 | $7,957-13.0% | $13,005-46.8% | $6,940-0.3% |