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 | $110,500 | $105,160+5.1% | $94,679+16.7% | $139,456-20.8% |
| Participation rate | 94.1% | 82.4%+11.8pp | 80.8%+13.3pp | 80.3%+13.8pp |
| Annual return | 13.79% | 38.04%-24.3pp | 156.75%-143.0pp | 373.45%-359.7pp |
| Employer contribution / active EE | $2,659 | $4,107-35.2% | $3,673-27.6% | $4,753-44.0% |
| Participant deferral / active EE | $6,001 | $7,599-21.0% | $7,417-19.1% | $6,711-10.6% |
| Admin fee / account holder | $10,940 | $8,988+21.7% | $7,233+51.3% | $11,407-4.1% |