Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $102,088 | $154,193-33.8% | $130,045-21.5% | $139,466-26.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.28% | 32.51%-16.2pp | -137.30%+153.6pp | 373.66%-357.4pp |
| Employer contribution / active EE | $3,332 | $5,292-37.0% | $4,321-22.9% | $4,754-29.9% |
| Participant deferral / active EE | $11,364 | $6,709+69.4% | $5,820+95.3% | $6,712+69.3% |
| Admin fee / account holder | $1,684 | $13,989-88.0% | $10,600-84.1% | $11,409-85.2% |